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).
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Total Assets Under Management51,821MILLION
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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
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.
Maureen Dodd (CRD# 5410605) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has over 11 years of experience in the finance industry.
Ulku Dogan (CRD# 5081071) is an Investment Advisor Representative working at Rockefeller Capital Management in San Francisco, CA and has over 18 years of experience in the finance industry.
Jason Douglas (CRD# 4477364) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 21 years of experience in the finance industry.
Lindsay Dreyer (CRD# 6442334) is an Investment Advisor Representative working at Rockefeller Capital Management in Chesterfield, MO and has over 7 years of experience in the finance industry.
John Duane (CRD# 722927) is an Investment Advisor Representative working at Rockefeller Capital Management in Boca Raton, FL and has over 43 years of experience in the finance industry.
Chloe Duanshi (CRD# 5940465) 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.
Jamie Durrani (CRD# 6061000) is an Investment Advisor Representative working at Rockefeller Capital Management in San Francisco, CA and has over 11 years of experience in the finance industry.
Margot Dwyer (CRD# 4306913) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has over 23 years of experience in the finance industry.
Jeffrey Dykstra (CRD# 5285983) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has over 11 years of experience in the finance industry.