Timothy Strates Magid

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

• 06/2016 → 11/2016
  Wells Fargo Advisors Llc
  Cape Coral, FL
• 06/2016 → 04/2018
  Wells Fargo Bank Na
  Cape Coral, FL
• 11/2016 → 04/2018
  Wells Fargo Clearing Services, Llc
  Cape Coral, FL
• 04/2018 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
• 04/2018 → 02/2023
  Bank Of America, N.A.
  Winter Park, FL
• 02/2023 → Present
  Rockefeller Financial Llc
  Winter Park, FL

Previous Registrations

• 2018-04-06 → 2023-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
  Maitland, FL
  Winter Park, FL
  Orlando, FL
  Apopka, FL
  Winter Park, FL
• 2016-06-22 → 2018-04-05
  Wells Fargo Clearing Services, Llc
  Cape Coral, FL
  Naples, FL
  Orlando, FL
  Orlando, FL
  Winter Park, FL
  Orlando, FL
• 2015-02-18 → 2016-05-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-02-17

Designations

• Certified Financial Planner

Other Names

• Timothy S Magid
• Timothy Magid
• Timothy Strates Magid