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
Esma Bajraktarevic (CRD# 4320703) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 23 years of experience in the finance industry.
Clayton Balko (CRD# 5937004) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has over 12 years of experience in the finance industry.
Michael Bapis (CRD# 2211594) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 25 years of experience in the finance industry.
Nick Bapis (CRD# 11962) is an Investment Advisor Representative working at Rockefeller Capital Management in Salt Lake City, UT and has over 43 years of experience in the finance industry.
Deborah Barber (CRD# 4673985) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 20 years of experience in the finance industry.
Ryan Barcena (CRD# 5951825) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 12 years of experience in the finance industry.
Katherine Barnhart (CRD# 4003716) is an Investment Advisor Representative working at Rockefeller Capital Management in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.
Alexander Barrett (CRD# 5676192) is an Investment Advisor Representative working at Rockefeller Capital Management in Los Angeles, CA and has over 12 years of experience in the finance industry.
Joel Barrett (CRD# 5063873) is an Investment Advisor Representative working at Rockefeller Capital Management in Grand Rapids, MI and has over 17 years of experience in the finance industry.
Joseph Bartholomew (CRD# 2756380) is an Investment Advisor Representative working at Rockefeller Capital Management in Richmond, VA and has over 27 years of experience in the finance industry.