Kristen Cahill (CRD# 6361667) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 9 years of experience in the finance industry.
CRD# 5336896
Cetera Investment Advisers LLC
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6255377
Abbondandolo Wealth Management Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller Financial LLC | Greenwich, CT | Mar 2020 - Current | 4 |
| Rock And Co LLC | Greenwich, CT | Mar 2020 - Current | 4 |
| The Ayco Company, L.p./goldman Sachs | New York, NY | Oct 2018 - Mar 2020 | 1 |
| The Ayco Company, L.p./mercer Allied | New York, NY | Jun 2014 - Oct 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- NY
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Total Assets Under Management51,821MILLIONS
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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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