Avery Devon Rowe

Rockefeller Financial LLC

CRD 6648524

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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:

Current Employers

Rockefeller Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-28
GA	RA	APPROVED	2023-08-25

TX RA
APPROVED

Since 2023-08-28
GA RA
APPROVED

Since 2023-08-25

Branch Locations

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • 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
E*Trade Securities Llc	Alpharetta	GA	05/2016	07/2018
Fsc Securities Corporation	Atlanta	GA	07/2018	01/2021
Rockefeller Financial Llc	Atlanta	GA	02/2021	Present

05/2016 → 07/2018

E*Trade Securities Llc

Alpharetta, GA
07/2018 → 01/2021

Fsc Securities Corporation

Atlanta, GA
02/2021 → Present

Rockefeller Financial Llc

Atlanta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-23

S66 Uniform Combined State Law Examination

2023-08-23

View on SEC IAPD

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PARIMAL H PATEL

CLAYTON SHAWN GIBSON

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