Rockefeller Capital Management
Rockefeller Capital Management (CRD# 291361) is a financial advisory firm headquartered in New York, NY. They manage $51,821,018,176 in 61,461 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management51,821MILLION
-
Total Number of Accounts61,461ACCOUNTS
-
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
Riley Stephenson (CRD# 5822473) is an Investment Advisor Representative working with the Decision Point Wealth Consulting team at UBS Financial Services Inc. in Wilmington, NC and has over 8 years of experience in the finance industry.
Gavin Abrams (CRD# 6659847) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 6 years of experience in the finance industry.
Adam Abramson (CRD# 5345373) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 17 years of experience in the finance industry.
Trevor Adams (CRD# 5798093) is an Investment Advisor Representative working at Rockefeller Capital Management in Richmond, VA and has over 7 years of experience in the finance industry.
Genesis Alba (CRD# 6193879) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 11 years of experience in the finance industry.
Arthur Alexander (CRD# 2696) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 42 years of experience in the finance industry.
Shawna Alexander (CRD# 6265988) is an Investment Advisor Representative working at Rockefeller Capital Management in Houston, TX and has over 10 years of experience in the finance industry.
Michael Amato (CRD# 2116535) is an Investment Advisor Representative working at Rockefeller Capital Management in Paramus, NJ and has over 33 years of experience in the finance industry.
Zachary Ammirato (CRD# 3183597) is an Investment Advisor Representative working at Rockefeller Capital Management in San Francisco, CA and has over 24 years of experience in the finance industry.
Francis Amsler (CRD# 2526813) is an Investment Advisor Representative working at Rockefeller Capital Management in Houston, TX and has over 30 years of experience in the finance industry.