Ramy Georgy

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:

Current Employers

Rockefeller Capital Management

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-12
TX	RA	APPROVED	2025-11-05

FL RA
APPROVED

Since 2025-12-12
TX RA
APPROVED

Since 2025-11-05

Branch Locations

Wesley Chapel, FL • United States

271 West Canton Ave Suite 100, Winter Park, FL 32789 • United States

Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-05-13
TX	RA	APPROVED_RES	2024-05-03

FL RA
APPROVED

Since 2024-05-13
TX RA
APPROVED_RES

Since 2024-05-03

Branch Locations

Wesley Chapel, FL • United States

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States

1100 Orange Ave Floor 2, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Tampa	FL	01/2012	05/2024
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	05/2024
Rockefeller Financial Llc	Tampa	FL	05/2024	Present
Morgan Stanley Private Bank, N.A	New York	NY	01/2015	05/2024
Rockefeller Capital Management	Tampa	FL	11/2025	Present

01/2012 → 05/2024

Morgan Stanley Smith Barney

Tampa, FL
01/2015 → 05/2024

Morgan Stanley Private Bank, National Association

New York, NY
05/2024 → Present

Rockefeller Financial Llc

Tampa, FL
01/2015 → 05/2024

Morgan Stanley Private Bank, N.A

New York, NY
11/2025 → Present

Rockefeller Capital Management

Tampa, FL

Previous Registrations

2012-04-11 → 2024-05-08

Morgan Stanley

Charlotte, NC

Tampa, FL

Tampa, FL

Other Businesses

1.CIVIL CONCEPTS; NOT INVESTMENT RELATED; 4729 E. SUNRISE #153, TUCSON, AZ 85718; PROFESSIONAL ENGINEER; SITE EVALUATION VISIT TO DETERMINE DAMAGE TO STRUCTURES AND BUILDINGS. GENERATE REPORT SUMMARIZING THE FINDINGS. INDEPENDENT CONTRACTOR CHARGING BY TIME SPENT ON EACH ASSIGNMENT; 1 HOURS PER MONTH; 0 DURING TRADING HOURS. 2.Civil Expo, LLC; Investment related: Yes; Tampa, FL; Engineering Consulting; Owner; Feb 1, 2019; During business hours: 0; After business hours: 1; Engineering and consulting. 3. *428434 - 116 Fitness, LLC; Investment related -Yes; Tampa, Florida; Recreation, Retail/Online Stores; Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 10; Business Development/Growth 4. *517642- 117 Grill District LLC; Investment related -Yes; Tampa, Florida; Restaurant/Bar/Nightclub; Sole Proprietor/Owner; 08/2022; During business hours: 0; After business hours: 4; Franchised Restaurant *532061- 20 Grill District LLC; Investment Related-Yes; Tampa, Florida; Restaurant/Bar/Nightclub; Sole Proprietor/Owner; 08/2022; During business hours: 0; After business hours: 2; Franchised Restaurant