Inactive

Sarah Anne Madison

Rockefeller Financial LLC

CRD 7264534

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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
IL	RA	APPROVED	2021-03-01

IL RA
APPROVED

Since 2021-03-01

Branch Locations

222 West Adams Suite 2450, Chicago, IL 60606 • United States

701 Harger Road, Suite 210, Oak Brook, IL 60523 • 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
Whitnell & Co.	Oak Brook	IL	11/2009	03/2021
Rockefeller & Co	Oak Brook	IL	03/2021	Present

11/2009 → 03/2021

Whitnell & Co.

Oak Brook, IL
03/2021 → Present

Rockefeller & Co

Oak Brook, IL

Previous Registrations

2020-06-09 → 2021-03-16

Whitnell & Co

Oak Brook, IL

Designations

Certified Financial Planner

Other Names

Sarah Anne Petitti

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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