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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-12 |
| TX | RA | APPROVED | 2022-07-12 |
Branch Locations
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-22 |
| TX | RA | APPROVED_RES | 2021-02-03 |
Branch Locations
321 Broadway, Saratoga Springs, NY 12866 • United States
222 West Adams Suite 2450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Saratoga Springs | NY | 09/1996 | 01/2019 |
| Rockefeller & Company Llc | New York | NY | 01/2019 | Present |
| Rockefeller Financial Llc | New York | NY | 01/2019 | Present |
Mr. Cuneo is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of the firm. Since June 24, 2014, Brian has been Trustee to the "Jeffrey Varisco 2014 Insurance Trust." This is for a friend of Brian's. There are no other assets in the trust except a term life insurance policy. Brian is not compensated for this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-18 |
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