Michael Wayne Outlaw

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/1996 → 11/2018
  Morgan Stanley
  Atlanta, GA
• 11/2018 → 11/2022
  Rockefeller Financial Llc
  Atlanta, GA
• 11/2018 → 11/2022
  Rockefeller & Co Llc
  Atlanta, GA
• 11/2022 → Present
  Rockefeller Financial Llc
  Mount Pleasant, SC
• 08/2024 → Present
  Rockefeller Capital Management
  Ny, NY

Previous Registrations

• 2009-06-01 → 2018-11-03
  Morgan Stanley
  Atlanta, GA
  Washington, DC
  Atlanta, GA
  Atlanta, GA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Washington, DC
  Sarasota, FL
  Atlanta, GA
• 1996-10-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  Sarasota, FL
  Atlanta, GA

Other Businesses

Since April 2018, Mr. Outlaw has been an investor of Secure Companies, an insurance related business located in Kimmeridge Dr., Atlanta, GA. Mr. Outlaw does not take part in the day to day management of the company's activities. Mr. Outlaw devotes 0 hours per month to this business. Since April 2016, Mr. Outlaw has been an investor of Outlaw Valley LLC located in Atlanta GA. Outlaw Valley LLC is the owner of a residential investment property. Mr. Outlaw devotes 2 hours per month to this business of which zero take place during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-12
• S63 Uniform Securities Agent State Law Examination
  1996-08-26

Other Names

• Michael Wyne Outlaw