Hunter Steven Hamm

Employer firm

Rockefeller Capital Management CRD 294197

$36.8B regulatory AUM 423 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 01/2022
  Morgan Stanley Smith Barney
  Atlanta, GA
• 01/2015 → 01/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2022 → 07/2026
  Rockefeller Financial Llc
  Atlanta, NY
• 02/2020 → 01/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 02/2024 → 07/2026
  Rockefeller Capital Management
  Atlanta, GA
• 08/2026 → Present
  Rockefeller Capital Management
  Alpharetta, GA
• 08/2026 → Present
  Rockefeller Financial Llc
  Alpharetta, GA

Previous Registrations

• 2012-02-10 → 2022-01-27
  Morgan Stanley
  Atlanta, GA
  Atlanta, GA
• 2010-10-29 → 2012-02-22
  Barclays Capital Inc.
  Atlanta, GA
• 2008-05-29 → 2010-11-05
  Ubs Financial Services Inc.
  Atlanta, GA

Other Businesses

*414851 - Firethorn Ventures LLC; Investment related Yes; Atlanta, GA; Real Estate; Partner, (proprietor, partner, officer, director, employee, trustee, agent); Dec 2020; During business hours: 0; After business hours: 1; Passive Investor 100 Villa Magnolia LLC, investment related; 100 Villa Magnolia Lane, Alpharetta GA 30009; Owner; State date: 08/30/2021; Zero hours devoted to the LLC a month or during trading hours.; Responsible for property taxes, HOA fees, utilities, etc. White Dogwood X1 LLC; Investment related; Alpharetta, GA; 1/3 owner of LLC; 02/20/2026; 1 hour a month and 0 hours during trading hours; LLC created for investment purposes.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-24
• S63 Uniform Securities Agent State Law Examination
  2005-08-11