Heather M Fitzer

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

• 06/2011 → 02/2022
  Morgan Stanley Smith Barney
  Atlanta, GA
• 09/2024 → Present
  Rockefeller Financial Llc
  Atlanta, GA
• 02/2022 → Present
  Heather Fitzer Interiors Llc
  Alpharetta, GA

Previous Registrations

• 2012-03-06 → 2022-02-23
  Morgan Stanley
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  West Palm Beach, FL
  Atlanta, GA
  Boca Raton, FL

Other Businesses

Interior design; Not Investment related; Interior designing; May 2018; Design and decorate homes Heather Fitzer Interiors LLC; Investment related Yes; Interior Design; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Sep/2018; During business hours: 0; After business hours: 10; HKL Holdings LLC: Not Investment Related, 12850 HWY 9 N Suite 600-422 Alpharetta, GA 30004, Apparel E-Commerce, Partner, there is no relationship to Heather Fitzer Interiors LLC, Start Date 8/2023, 10 Hours per month, 0 hours during business hours, we sell clothing apparel via ecommerce.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-22

Other Names

• Heather M Meyer
• Heather M Steinberg
• Heather M Fitzer
• Heather Fitzer