Kyle Laughlin (CRD# 7277281) is an Investment Advisor Representative working at Rockefeller Capital Management in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller Financial LLC | San Francisco, CA | May 2023 - Current | < 1 |
| First Republic Securities Company, LLC | San Francisco, CA | Dec 2021 - May 2023 | 1 |
| First Republic Investment Management Inc. | San Francisco, CA | Jul 2019 - May 2023 | 3 |
| Ohio State University | Columbus, OH | Jan 2019 - May 2021 | 2 |
| Goldman Sachs | Chicago, IL | Jul 2020 - Aug 2020 | < 1 |
| Arb Trading Group | Chicago, IL | May 2019 - Aug 2019 | < 1 |
| Arb Trading Group | Chicago, IL | May 2018 - Dec 2018 | < 1 |
| College Of Dupage | Glen Ellyn, IL | Aug 2017 - Dec 2018 | 1 |
| Downers Grove North High School | Downers Grove, IL | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CA
- TX
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Total Assets Under Management34,708MILLIONS
-
Total Number of Accounts46,727ACCOUNTS
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Average Account Value$742,780
- 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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