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Xiaotian Wang

Rockefeller Financial LLC

Atlanta, GA

CRD 7290958

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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 2021-08-18
GA RA APPROVED 2021-08-09
  • TX RA
    APPROVED
    Since 2021-08-18
  • GA RA
    APPROVED
    Since 2021-08-09

Branch Locations

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • 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 Atlanta GA 08/2020 Present
Rockefeller Capital Management Atlanta GA 07/2020 07/2020
Burgiss Hoboken NJ 05/2019 07/2019
Bank Of Hangzhou Shenzhen 06/2018 08/2018
Colgate University Hamilton NY 08/2018 05/2020
Wheaton College Norton MA 08/2016 05/2018
  • 08/2020 → Present
    Rockefeller Financial Llc
    Atlanta, GA
  • 07/2020 → 07/2020
    Rockefeller Capital Management
    Atlanta, GA
  • 05/2019 → 07/2019
    Burgiss
    Hoboken, NJ
  • 06/2018 → 08/2018
    Bank Of Hangzhou
    Shenzhen
  • 08/2018 → 05/2020
    Colgate University
    Hamilton, NY
  • 08/2016 → 05/2018
    Wheaton College
    Norton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-06
  • S66 Uniform Combined State Law Examination
    2021-08-06
Other Names
  • Patrick Wang

View on SEC IAPD

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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