Brent Jacobellis

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

• 07/2021 → 02/2023
  Morgan Stanley
  New York, NY
• 06/2018 → 08/2018
  Regeneron
  Tarrytown, NY
• 09/2017 → 06/2021
  Dartmouth College
  Hanover, NH
• 08/2013 → 08/2017
  Danbury High School
  Danbury, CT
• 12/2021 → 02/2023
  Morgan Stanley & Co., Llc
  New York, NY
• 02/2023 → Present
  Rockefeller Capital Management
  Ny, NY
• 02/2023 → Present
  Rockefeller Financial Lllc
  Ny, NY

Previous Registrations

• 2021-09-24 → 2023-03-07
  Morgan Stanley
  Purchase, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-24
• S63 Uniform Securities Agent State Law Examination
  2021-08-09