Zachary James Stanley

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

• 05/2016 → 10/2022
  Ubs
  Cleveland, OH
• 10/2022 → 07/2023
  Rockefeller Financial Llc
  Woodmere, OH
• 08/2023 → 09/2023
  Rockefeller Financial Llc
  Wadsworth, OH
• 09/2023 → Present
  Rockefeller Financial Llc
  Beachwood, OH

Previous Registrations

• 2016-07-25 → 2022-10-19
  Ubs Financial Services Inc.
  Pepper Pike, OH
  Cleveland, OH

Other Businesses

Cleveland Sight Center / Helping the vision impaired. / 1909 E 101st St, Cleveland, OH 44106 / Help to advise and assist the strategic vision of the organization / clevelandsightcenter.org / Start Date 5/14/2020

Exams

• S66 Uniform Combined State Law Examination
  2016-07-25

Designations

• Certified Financial Planner