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Rockefeller Financial LLC CRD 291361
$99.6B regulatory AUM 223 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-09 |
| GA | RA | APPROVED | 2021-08-30 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices | Atlanta | GA | 10/2011 | 08/2017 |
| Stephens Inc. | Atlanta | GA | 08/2017 | 08/2021 |
| Henssler Financial | Atlanta | GA | 08/2017 | 08/2017 |
| Rockefeller Financial Llc | Atlanta | GA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2012-07-20 |
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