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
Paul Fernandes (CRD# 6432856) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
Michael Fieler (CRD# 2415266) is an Investment Advisor Representative working at Rockefeller Capital Management in Cincinnati, OH and has over 30 years of experience in the finance industry.
Robert Fink (CRD# 2762092) is an Investment Advisor Representative working at Rockefeller Capital Management in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Kevin Finley (CRD# 5072905) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 17 years of experience in the finance industry.
Trisha Fountain (CRD# 4928764) is an Investment Advisor Representative working at Rockefeller Capital Management in Lafollette, TN and has over 18 years of experience in the finance industry.
Sean Foust (CRD# 6621069) is an Investment Advisor Representative working at Rockefeller Capital Management in Houston, TX and has over 8 years of experience in the finance industry.
Michael Frey (CRD# 3078180) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has over 25 years of experience in the finance industry.
Michael Gamber (CRD# 5986316) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 10 years of experience in the finance industry.
Jorge Garcia (CRD# 4798014) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 19 years of experience in the finance industry.
April Gay (CRD# 4599191) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 10 years of experience in the finance industry.