Adam Abramson, financial advisor Atlanta GA

Adam Abramson

CRD Number: 5345373
Current Firm: Rockefeller Capital Management

Adam Abramson (CRD# 5345373) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 14 years of experience in the finance industry. Adam Abramson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rockefeller Financial LLC Atlanta, GA Jan 2020 - Current 2
Rock & Co LLC Atlanta, GA Jan 2020 - Current 2
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2020 5
Morgan Stanley Atlanta, GA Jun 2009 - Jan 2020 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Adam S. Abramson
Phone Number: 212-549-5100
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    28,680
    MILLIONS
  • Total Number of Accounts
    34,517
    ACCOUNTS
  • Average Account Value
    $830,908
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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