William Christian (CRD# 2930040) is an Investment Advisor Representative working at Rockefeller Capital Management in Stamford, CT and has over 24 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller Capital Management | Stamford, CT | Feb 2024 - Current | < 1 |
| Rockefeller Financial LLC | Stamford, CT | Apr 2022 - Current | 2 |
| Fieldpoint Private | Greenwich, CT | Dec 2017 - Apr 2022 | 4 |
| Jpmorgan Chase Bank, N.a. | White Plains, NY | Oct 2010 - Dec 2017 | 7 |
| J.p Morgan Securities Inc. | White Plains, NY | Aug 2010 - Dec 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CT
- TX
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Total Assets Under Management51,821MILLIONS
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Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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