Phillip Dobbs, financial advisor Atlanta GA

Phillip Dobbs

CRD Number: 5963618
Current Firm: Rockefeller Capital Management

Phillip Dobbs (CRD# 5963618) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 12 years of experience in the finance industry. Phillip Dobbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Rockefeller Capital Management
Professional Designations
Company Name Location Dates Years
Rockefeller Financial LLC Winter Park, FL Feb 2023 - Current 1
Bank Of America, N.a. Winter Park, FL Sep 2011 - Feb 2023 11
Merrill Lynch, Pierce, Fenner And Smith Incorporated Winter Park, FL Jul 2011 - Feb 2023 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Phillip T. Dobbs
Phone Number: 212-549-5100
Registered State(s):
  • FL
  • 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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