Kyle Philip Laughlin

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

• 12/2021 → 05/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 01/2019 → 05/2021
  Ohio State University
  Columbus, OH
• 07/2020 → 08/2020
  Goldman Sachs
  Chicago, IL
• 08/2017 → 12/2018
  College Of Dupage
  Glen Ellyn, IL
• 05/2018 → 12/2018
  Arb Trading Group
  Chicago, IL
• 05/2019 → 08/2019
  Arb Trading Group
  Chicago, IL
• 08/2013 → 05/2017
  Downers Grove North High School
  Downers Grove, IL
• 07/2019 → 05/2023
  First Republic Investment Management Inc.
  San Francisco, CA
• 05/2023 → 04/2025
  Rockefeller Financial Llc
  San Francisco, CA
• 05/2025 → Present
  Rockefeller Financial Llc
  New York, NY

Previous Registrations

• 2022-04-18 → 2023-05-24
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-18