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Ryan James White

Rockefeller Financial LLC

Los Angeles, CA

CRD 7286288

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-06
CA RA APPROVED 2023-05-17
  • TX RA
    APPROVED
    Since 2023-06-06
  • CA RA
    APPROVED
    Since 2023-05-17

Branch Locations

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • 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
OrganizationCityStateFromTo
Rockefeller Financial Llc Los Angeles CA 06/2022 Present
New York University New York NY 09/2017 05/2021
Unemployed Los Angeles CA 06/2021 05/2022
Mira Costa High School Manhattan Beach CA 08/2014 08/2017
  • 06/2022 → Present
    Rockefeller Financial Llc
    Los Angeles, CA
  • 09/2017 → 05/2021
    New York University
    New York, NY
  • 06/2021 → 05/2022
    Unemployed
    Los Angeles, CA
  • 08/2014 → 08/2017
    Mira Costa High School
    Manhattan Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-17
  • S66 Uniform Combined State Law Examination
    2023-05-17
Other Names
  • Ryan James White
  • Ryan White

View on SEC IAPD

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