Amanda Sass, financial advisor New York NY

Amanda Sass

CRD Number: 5557903
Current Firm: Rockefeller Capital Management

Amanda Sass (CRD# 5557903) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 12 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Rockefeller Financial LLC Woodmere, OH Sep 2023 - Current < 1
Rockefeller Financial LLC University Heights, OH Aug 2023 - Sep 2023 < 1
Rockefeller Financial LLC Woodmere, OH Nov 2022 - Jul 2023 < 1
Rockefeller Financial LLC Beachwood, OH Nov 2019 - Oct 2022 2
Morgan Stanley Smith Barney LLC Pepper Pike, OH Jun 2014 - Nov 2019 5
J.p Morgan Securities LLC New York, NY Jan 2011 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Amanda L. Sass
Phone Number: 212-549-5100
Registered State(s):
  • OH
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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