Melinda Jane Perry

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

• 06/2013 → 07/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2014 → 07/2019
  Cadent Capital Advisors, Llc
  Tulsa, OK
• 07/2019 → 01/2022
  Bok Financial Securities, Inc. / Bokf, Na
  Tulsa, OK
• 01/2022 → 07/2025
  Ubs Financial Services Inc
  Tulsa, OK
• 08/2025 → Present
  Rockefeller Financial Llc
  Tulsa, OK
• 08/2025 → Present
  Rockefeller Capital Management
  Tulsa, OK

Previous Registrations

• 2022-01-20 → 2025-08-08
  Ubs Financial Services Inc.
  Tulsa, OK
  Oklahoma City, OK
  Oklahoma City, OK
• 2019-08-12 → 2022-01-12
  Bok Financial Securities, Inc.
  Oklahoma City, OK
  Tulsa, OK
  Tulsa, OK
• 2014-01-08 → 2019-07-26
  Cadent Capital Advisors, Llc
  Tulsa, OK
• 2013-06-24 → 2014-07-31
  Sowell Management
  North Little Rock, AR
• 2013-04-22 → 2013-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
• 2011-09-15 → 2012-06-14
  Morgan Stanley
  Tulsa, OK
• 2010-05-27 → 2011-08-26
  Bok Financial Securities, Inc.
  Tulsa, OK
  Tulsa, OK
• 2005-04-04 → 2010-05-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
  Tulsa, OK

Other Businesses

1) Perry by Design, LLC - Not Investment Related. Address: Tulsa, Oklahoma; Nature of the Business: IT Consulting; Position: Member only with no duties related to the LLC; Start Date - 01/01/2023; 0-1 hours approximate per quarter with 0 hours during trading hours. 2) Northeastern State University - Not Investment Related. Address: 600 N Grand Ave, Tahlequah, Oklahoma; Nature of the Business: Traditional university; Position: Member of advisory group. Duties: General advisory board member for College of Business and Technology, working on increasing enrollment, preparing students for work environments, and helping advise on programs for the area workforce. Start Date: 1/30/2010; Hours devoted during trading hours: 0-1 hour bi-annually.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-02

Other Names

• Melinda Jane Danker
• Melinda J. Brown
• Melinda Jane Brown
• Melinda Jane Perry
• Mendee J. Perry
• Melinda Jane Brown
• Melinda Jane Danker
• Melinda J Perry