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
Jose Contreras (CRD# 5022378) 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.
J. Cowles (CRD# 2226953) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has over 32 years of experience in the finance industry.
Janelle Cromwell (CRD# 5948047) is an Investment Advisor Representative working at Rockefeller Capital Management in Olympia, WA and has over 8 years of experience in the finance industry.
Jaimie Crook (CRD# 4756276) is an Investment Advisor Representative working at Rockefeller Capital Management in Saint Marys, GA and has over 16 years of experience in the finance industry.
Kenneth Crowley (CRD# 4061397) is an Investment Advisor Representative working at Rockefeller Capital Management in Bradenton, FL and has over 24 years of experience in the finance industry.
Brian Cuneo (CRD# 2892928) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 26 years of experience in the finance industry.
William Curtis (CRD# 4468893) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 22 years of experience in the finance industry.
Leah D'agostino (CRD# 5171710) is an Investment Advisor Representative working at Rockefeller Capital Management in San Francisco, CA and has over 12 years of experience in the finance industry.
Gerald Dahlander (CRD# 2399352) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 30 years of experience in the finance industry.
Hai-uy Dang (CRD# 2869709) is an Investment Advisor Representative working at Rockefeller Capital Management in Los Angeles, CA and has over 26 years of experience in the finance industry.