Marcus Payne Clark

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

• 01/2017 → 05/2017
  Cole Haan
  Estero, FL
• 06/2017 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 08/2016 → 01/2017
  Student
  Tuscaloosa, AL
• 07/2018 → 06/2020
  Bank Of America, N.A.
  Atlanta, GA
• 06/2020 → Present
  Rockefeller Financial Llc
  Atlanta, GA

Previous Registrations

• 2017-10-17 → 2020-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2017-10-13

Designations

• Certified Financial Planner

Other Names

• Marcus P Clark
• Marcus Clark