Scott Breckenridge, financial advisor Paramus NJ

Scott Breckenridge

CRD Number: 5490682
Current Firm: Rockefeller Capital Management

Scott Breckenridge (CRD# 5490682) is an Investment Advisor Representative working at Rockefeller Capital Management in Paramus, NJ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Rockefeller Financial LLC New York, NY Jun 2020 - Current 3
Rock & Co LLC New York, NY Jun 2020 - Current 3
Bank Of America, N.a. Paramus, NJ Apr 2015 - Jun 2020 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus, NJ Feb 2008 - Jun 2020 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Scott N. Breckenridge
Phone Number: 212-549-5100
Registered State(s):
  • NJ
  • 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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