Rockefeller & Company, Inc.

Rockefeller & Company, Inc. (CRD# 106264) is a financial advisory firm headquartered in New York, NY. They manage $10,497,441,295 in 2,732 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,497
    MILLION
  • Total Number of Accounts
    2,732
    ACCOUNTS
  • Average Account Value
    $3,842,402
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, MA, MD, ME, NJ, NY, OH, VA, VT

Financial Advisors at Rockefeller & Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Matthew D. Gelfand
CRD#: 2305805
10 Rockefeller Plaza, New York, NY 10020
96
Wealthminder
score

Matthew Gelfand (CRD# 2305805) is an Investment Advisor Representative working at Rockefeller & Company, Inc. in New York, NY and has over 23 years of experience in the finance industry. Matthew Gelfand 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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