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
Tracy Broderick (CRD# 2163992) is an Investment Advisor Representative working at Rockefeller Capital Management in Paramus, NJ and has over 18 years of experience in the finance industry.
Blake Bruce (CRD# 4565111) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 20 years of experience in the finance industry.
Cory Bryson (CRD# 2920779) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 26 years of experience in the finance industry.
Michael Buss (CRD# 6720799) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 7 years of experience in the finance industry.
Jacqueline Byrne (CRD# 2052188) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 31 years of experience in the finance industry.
Jennifer Byrne (CRD# 6080828) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has over 9 years of experience in the finance industry.
Martin Byrne (CRD# 5153320) is an Investment Advisor Representative working at Rockefeller Capital Management in Hamilton Square, NJ and has over 12 years of experience in the finance industry.
Kristen Cahill (CRD# 6361667) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 9 years of experience in the finance industry.
Ashley Calderon (CRD# 4473282) is an Investment Advisor Representative working at Rockefeller Capital Management in Los Angeles, CA and has over 17 years of experience in the finance industry.
Samuel Campbell (CRD# 6739686) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 6 years of experience in the finance industry.