Margie Chamberlin, financial advisor Olympia WA

Margie Chamberlin

CRD Number: 2821341
Current Firm: Rockefeller Capital Management

Margie Chamberlin (CRD# 2821341) is an Investment Advisor Representative working at Rockefeller Capital Management in Olympia, WA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Rockefeller Financial LLC Olympia, WA Jun 2021 - Current 2
Bank Of America, N.a. Olympia, WA Aug 2011 - Jun 2021 9
Merrill Lynch, Pierce, Fenner And Smith Incorporated Olympia, WA Oct 2009 - Jun 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Margie M. Chamberlin
Phone Number: 212-549-5100
Registered State(s):
  • TX
  • WA
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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