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
Robert Echavarria (CRD# 4250401) is an Investment Advisor Representative working at Rockefeller Capital Management in San Antonio, TX and has over 23 years of experience in the finance industry.
David Eder (CRD# 2521480) is an Investment Advisor Representative working at Rockefeller Capital Management in Stamford, CT and has over 18 years of experience in the finance industry.
Catherine Elrod (CRD# 4718478) is an Investment Advisor Representative working at Rockefeller Capital Management in Richmond, VA and has over 18 years of experience in the finance industry.
John Embleton (CRD# 2269087) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 31 years of experience in the finance industry.
Thomas Epperson (CRD# 3120280) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 25 years of experience in the finance industry.
David Farber (CRD# 1227263) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 40 years of experience in the finance industry.
Forrest Faro (CRD# 4229588) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 23 years of experience in the finance industry.
Kyle Faro (CRD# 5455986) is an Investment Advisor Representative working at Rockefeller Capital Management in Boca Raton, FL and has over 16 years of experience in the finance industry.
Nelson Faro (CRD# 1247444) is an Investment Advisor Representative working at Rockefeller Capital Management in Boca Raton, FL and has over 40 years of experience in the finance industry.
Christopher Farr (CRD# 5991848) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 5 years of experience in the finance industry.