Peter Schuyler Quackenbush

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

• 10/2008 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 05/2011 → 01/2019
  Bank Of America, N.A.
  Atlanta, GA
• 01/2019 → Present
  Rockefeller Financial Llc
  Atlanta, GA
• 02/2024 → Present
  Rockefeller Capital Management
  Atlanta, GA

Previous Registrations

• 2008-10-31 → 2019-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2007-04-02 → 2008-11-04
  Morgan Stanley & Co. Llc
  Atlanta, GA
• 2004-10-13 → 2007-04-02
  Morgan Stanley Dw Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1) Since June 2015, Mr. Quackenbush has served as owner of Quackenbush Holdings LLC a real estate holdings company located in Atlanta, GA. Mr. Quackenbush's job duties include, but are not limited to, managing the LLC that owns a rental property and shares of a privately held beverage company. Mr. Quakenbush devotes 1 hour a month to this business and it does not take place during security trading hours. 2) Peter is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of the firm. 3) Liquidity LLC; Non-investment related; Atlanta, GA; Owner; 01/01/2015; 1 hour a month and 0 hours during trading hours; LLC to invest in private enterprise. 4) Covey Run LLC; Investment related; Atlanta, GA; Owner; 01/01/2015; 1 hour a month and 0 hours during trading hours; LLC owns a second residence. 5) Quackenbush Family Partnership; Investment related; Mobile, AL; Partnership; 02/01/2025; 1 hour a month and 0 hours during trading hours; Partnership holds multi outside real estate.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-12

Other Names

• Peter Schuyler Quackenbush