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
Rachel Baum (CRD# 5907524) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 12 years of experience in the finance industry.
James Beale (CRD# 4154833) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 21 years of experience in the finance industry.
Christopher Bell (CRD# 5422543) 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.
Mary Bennett (CRD# 5144280) 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.
Richard Bergman (CRD# 2826654) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has over 27 years of experience in the finance industry.
Keith Bernard (CRD# 5920542) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
Matthew Birkett (CRD# 4999874) is an Investment Advisor Representative working at Rockefeller Capital Management in Los Angeles, CA and has over 18 years of experience in the finance industry.
Richard Blackwell (CRD# 4849400) is an Investment Advisor Representative working at Rockefeller Capital Management in Richmond, VA and has over 19 years of experience in the finance industry.
Amber Blanchard (CRD# 2696994) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 25 years of experience in the finance industry.
Dennis Bloom (CRD# 2269647) is an Investment Advisor Representative working at Rockefeller Capital Management in Olympia, WA and has over 31 years of experience in the finance industry.