Robert Adam New

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

• 12/2011 → 03/2022
  Morgan Stanley Smith Barney
  Atlanta, GA
• 01/2015 → 03/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2022 → Present
  Rockefeller Financial Llc
  Atlanta, GA
• 01/2015 → 03/2022
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-03-13 → 2022-03-17
  Morgan Stanley
  Atlanta, GA

Other Businesses

*389213- Estate; Investment related -Yes; Power of Attorney (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 1; Estate Administration *389224 - Estate; Investment related -Yes;Jan 2020; During business hours: 0; Estate Administration

Exams

• S66 Uniform Combined State Law Examination
  2012-03-09

Designations

• Certified Financial Planner