Trever H Sipperly

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

• 12/2014 → 03/2020
  Morgan Stanley Smith Barney Llc
  New York, NY
• 12/2014 → 03/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2020 → Present
  Rockefeller Financial Llc
  New York, NY
• 03/2020 → Present
  Rockefeller & Co. Llc
  New York, NY

Previous Registrations

• 2013-01-16 → 2020-03-19
  Morgan Stanley
  New York, NY
  New York, NY

Other Businesses

1.Doc's Lacrosse; Investment related: No; Lacrosse Coaching & Player Development; Employee (proprietor, partner, officer, director, employee, trustee, agent); Apr 2016; During business hours: 0; After business hours: 8; Lacrosse Coaching & Player Development 2.Lacrosse Club of New York (LCNY); Not Investment related ; Elite Lacrosse Coaching & Player Development; Employee (proprietor, partner, officer, director, employee, trustee, agent);Jun 2018; During business hours: 0; After business hours: 8; Lacrosse Coach

Exams

• S66 Uniform Combined State Law Examination
  2013-01-15

Other Names

• Trever Sipperly