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Eli Isaac Boussi

Rockefeller Financial LLC

New York, NY

Paramus, NJ

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-04-08
  • NJ RA
    APPROVED
    Since 2021-04-08

Branch Locations

45 Rockefeller Plaza Floor 5, New York, NY 10111 • USA

115 West Century Road, Paramus, NJ 07652 • 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
OrganizationCityStateFromTo
Ubs Financial Services Inc. Weehawken NJ 04/2014 03/2021
Rockefeller Financial Llc Paramus NJ 04/2021 10/2024
Rockefeller Financial Llc Paramus NJ 11/2024 Present
Rockefeller Capital Management Paramus NJ 11/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-23
S63 Uniform Securities Agent State Law Examination 2013-01-25
  • S65 Uniform Investment Adviser Law Examination
    2014-05-23
  • S63 Uniform Securities Agent State Law Examination
    2013-01-25

View on SEC IAPD

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