Kent Weaver (CRD# 4591146) is an Investment Advisor Representative working at Rockefeller Capital Management in Scottsdale, AZ and has over 21 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rockefeller Capital Management | Scottsdale, AZ | Feb 2024 - Current | < 1 |
Rockefeller Financial LLC | Los Angeles, CA | Aug 2020 - Current | 3 |
Morgan Stanley Private Bank, N.a | New York, NY | Apr 2020 - Aug 2020 | < 1 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Aug 2020 | 5 |
Morgan Stanley Smith Barney | Scottsdale, AZ | Jun 2009 - Aug 2020 | 11 |
Morgan Stanley & Company Incorporated | Scottsdale, AZ | Nov 2008 - Aug 2020 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2002 |
S65 | NASAA Investment Advisors Law Examination | Aug 2002 |
- AZ
- TX
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Total Assets Under Management51,821MILLIONS
-
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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