Michael Beau Letzter

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-08-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Rockefeller Financial Llc	New York	NY	03/2021	11/2021
Rockefeller & Co	New York	NY	08/2018	11/2021
State Street Brats	Madison	WI	06/2016	09/2016
Fresh Market	Madison	WI	06/2016	09/2016
Under Armour	Madison	WI	08/2016	12/2017
Financial Life Skills Program - University Of Wisconsin - Madiso	Madison	WI	01/2017	05/2018
Wealth Architects, Llc	Mountain View	CA	05/2017	07/2017
University Of Wisconsin - Madison	Madison	WI	06/2014	05/2018
Unemployed	Massapequa	NY	05/2018	08/2018
Sanford C. Bernstein & Co., Llc	New York	NY	11/2021	07/2025
Nerdwallet Wealth Partners	New York	NY	08/2025	Present

03/2021 → 11/2021

Rockefeller Financial Llc

New York, NY
08/2018 → 11/2021

Rockefeller & Co

New York, NY
06/2016 → 09/2016

State Street Brats

Madison, WI
06/2016 → 09/2016

Fresh Market

Madison, WI
08/2016 → 12/2017

Under Armour

Madison, WI
01/2017 → 05/2018

Financial Life Skills Program - University Of Wisconsin - Madiso

Madison, WI
05/2017 → 07/2017

Wealth Architects, Llc

Mountain View, CA
06/2014 → 05/2018

University Of Wisconsin - Madison

Madison, WI
05/2018 → 08/2018

Unemployed

Massapequa, NY
11/2021 → 07/2025

Sanford C. Bernstein & Co., Llc

New York, NY
08/2025 → Present

Nerdwallet Wealth Partners

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-03

Other Firms