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Christopher Richard Luechtefeld

Rockefeller Financial LLC

Bluffton, SC

Atlanta, GA

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-10-11
TX RA APPROVED 2024-10-11
  • SC RA
    APPROVED
    Since 2024-10-11
  • TX RA
    APPROVED
    Since 2024-10-11

Branch Locations

202 Bluffton Road, 3Rd Floor, Bluffton, SC 29910 • United States

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Savannah GA 06/2009 10/2024
Morgan Stanley Private Bank, National Association New York NY 01/2015 10/2024
Rockefeller Financial Llc Hilton Head NC 10/2024 01/2026
Morgan Stanley Private Bank, N.A New York NY 01/2015 01/2026
Rockefeller Financial Llc Bluffton SC 01/2026 Present
  • 06/2009 → 10/2024
    Morgan Stanley Smith Barney
    Savannah, GA
  • 01/2015 → 10/2024
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 10/2024 → 01/2026
    Hilton Head, NC
  • 01/2015 → 01/2026
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 01/2026 → Present
    Bluffton, SC
Previous Registrations
  • 2009-06-01 → 2024-10-29
    Pasadena, CA
    Valencia, CA
    Bluffton, SC
    Bluffton, SC
    Savannah, GA
  • 2008-11-04 → 2009-06-01
    Glendale, CA
  • 2007-04-02 → 2008-11-05
    Morgan Stanley & Co. Llc
    Valencia, CA
  • 2002-02-13 → 2007-04-02
    Morgan Stanley Dw Inc.
    Valencia, CA
    Valencia, CA
Other Businesses

1. *216137 - Henry Mayo Newhall Hospital; Investment related No; Valencia, CA; Local Community Hospital - Healthcare; Board Member, Finance Committee, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); Mar 2015; During business hours: 3; After business hours: 4; Administrative 2. *571762- Cross Schools; Investment related-No; Bluffton, South Carolina; Children/Youth; Sporting Clays Coach (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 12; Head Coach of Sporting Clays Team 3) Investment related; Bluffton, SC; 11/01/2025. Half owner of LLC; 1 hours a month and 0 hours during trading hours; LLC to hold and manage real estate holdings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-20
  • S66 Uniform Combined State Law Examination
    2001-09-20
Designations

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