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).

By the Numbers
  • Total Assets Under Management
    51,821
    MILLION
  • Total Number of Accounts
    61,461
    ACCOUNTS
  • Average Account Value
    $843,153
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Rockefeller Capital Management
Showing 61 - 70 of 587 top financial advisors.
61
Jeffrey M. Campito
CRD#: 5739812
321 Broadway, Saratoga Springs, NY 12866

Jeffrey Campito (CRD# 5739812) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 14 years of experience in the finance industry.

62
Steven Cangialosi
CRD#: 5098690
300 First Stamford Place, Suite 230, Stamford, CT 06902

Steven Cangialosi (CRD# 5098690) is an Investment Advisor Representative working at Rockefeller Capital Management in Stamford, CT and has over 11 years of experience in the finance industry.

63
Mia L. Cardwell
CRD#: 2864638
227 West Monroe, Suite 2050, Chicago, IL 60606

Mia Cardwell (CRD# 2864638) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has 1 year of experience in the finance industry.

64
Richard H. Carrier
CRD#: 1717144
45 Rockefeller Plaza, Floor 5, New York, NY 10111

Richard Carrier (CRD# 1717144) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 33 years of experience in the finance industry.

65
Margie M. Chamberlin
CRD#: 2821341
711 S Capitol Way, Suite 705, Olympia, WA 98501

Margie Chamberlin (CRD# 2821341) is an Investment Advisor Representative working at Rockefeller Capital Management in Olympia, WA and has over 27 years of experience in the finance industry.

66
Alethia B. Chatzis
CRD#: 2175973
2603 East Parleys Way, Salt Lake City, UT 84109

Alethia Chatzis (CRD# 2175973) is an Investment Advisor Representative working at Rockefeller Capital Management in Salt Lake City, UT and has over 17 years of experience in the finance industry.

67
William E. Christian
CRD#: 2930040
300 First Stamford Place, Suite 230, Stamford, CT 06902

William Christian (CRD# 2930040) is an Investment Advisor Representative working at Rockefeller Capital Management in Stamford, CT and has over 24 years of experience in the finance industry.

68
Donny Chu
CRD#: 5972803
1850 Mt Diablo Boulevard - Suite 300, Walnut Creek, CA 94596

Donny Chu (CRD# 5972803) is an Investment Advisor Representative working at Rockefeller Capital Management in Walnut Creek, CA and has over 12 years of experience in the finance industry.

69
Joseph M. Church
CRD#: 2109814
16090 Swingley Ridge Road, Chesterfield, MO 63017

Joseph Church (CRD# 2109814) is an Investment Advisor Representative working at Rockefeller Capital Management in Chesterfield, MO and has over 33 years of experience in the finance industry.

70
John Ciaramitaro
CRD#: 1310662
300 Crescent Court, Suite 1450, Dallas, TX 75201

John Ciaramitaro (CRD# 1310662) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 32 years of experience in the finance industry.

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