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
Allison Booher (CRD# 4958309) is an Investment Advisor Representative working at Rockefeller Capital Management in Winter Park, FL and has over 18 years of experience in the finance industry.
Jarrett Bostwick (CRD# 4651736) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 10 years of experience in the finance industry.
Emery Bourne (CRD# 2991910) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 25 years of experience in the finance industry.
Eli Boussi (CRD# 6121792) is an Investment Advisor Representative working at Rockefeller Capital Management in Jersey City, NJ and has over 11 years of experience in the finance industry.
Krista Bowen (CRD# 3210138) is an Investment Advisor Representative working at Rockefeller Capital Management in Franklin, TN and has over 24 years of experience in the finance industry.
Christopher Bowman (CRD# 5100130) is an Investment Advisor Representative working at Rockefeller Capital Management in Houston, TX and has over 16 years of experience in the finance industry.
Susan Bowman (CRD# 730491) is an Investment Advisor Representative working at Rockefeller Capital Management in Houston, TX and has over 42 years of experience in the finance industry.
Ryan Brady (CRD# 3159439) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 25 years of experience in the finance industry.
Michael Brakey (CRD# 2787791) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 27 years of experience in the finance industry.
Scott Breckenridge (CRD# 5490682) is an Investment Advisor Representative working at Rockefeller Capital Management in Paramus, NJ and has over 11 years of experience in the finance industry.