Michael Athanas, financial advisor Atlanta GA

Michael Athanas

CRD Number: 1776714
Current Firm: Rockefeller Capital Management

Michael Athanas (CRD# 1776714) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 36 years of experience in the finance industry.

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Rockefeller Capital Management
Company Name Location Dates Years
Rockefeller Financial LLC Atlanta, GA Jan 2020 - Current 4
Rock & Co LLC Atlanta, GA Jan 2020 - Current 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2020 5
Morgan Stanley Smith Barney Atlanta, GA Jun 2009 - Jan 2020 10
Citigroup Global Markets Inc. Atlanta, GA Apr 2008 - Jan 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1987
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Michael P. Athanas
Phone Number: 212-549-5100
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    34,708
    MILLIONS
  • Total Number of Accounts
    46,727
    ACCOUNTS
  • Average Account Value
    $742,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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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