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Cassandra Ann Minervini

Rockefeller Financial LLC

Hamilton, NJ

New York, NY

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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 2020-03-03
  • NJ RA
    APPROVED
    Since 2020-03-03

Branch Locations

2445 Kuser Road, Suite 302 Zone B, Hamilton, NJ 08690 • United States

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

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 04/2002 03/2020
Rockefeller Financial Llc Hamilton NJ 03/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-19
  • S66 Uniform Combined State Law Examination
    2007-10-19
Other Names
  • Cassandra Ann O'LEary
  • Cassandra Minervini

View on SEC IAPD

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ROCKEFELLER FINANCIAL LLC · HAMILTON, NJ
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