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Grace E Pelino

Rockefeller Financial LLC

New York, NY

Charlotte, NC

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-20
NJ RA APPROVED 2022-09-14
NY RA APPROVED 2022-09-09
TX RA APPROVED 2022-09-09
  • NC RA
    APPROVED
    Since 2026-05-20
  • NJ RA
    APPROVED
    Since 2022-09-14
  • NY RA
    APPROVED
    Since 2022-09-09
  • TX RA
    APPROVED
    Since 2022-09-09

Branch Locations

45 Rockefeller Plaza Floor 5, New York, NY 10111 • USA

5605 Carnegie Blvd., Suite 220, Charlotte, NC 28209 • 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 Charlotte NC 05/2026 Present
Rockefeller Capital Management Charlotte NC 05/2026 Present
Morgan Stanley Purchase NY 08/2021 03/2022
Manasquan Reservoir Howell NJ 06/2020 08/2020
Colgate University Hamilton NY 07/2019 07/2019
Instacart San Francisco CA 12/2020 01/2021
Colgate University Hamilton NY 12/2018 05/2019
Tamarack Day Camp Randolph NJ 06/2017 08/2017
Gladstone Tavern Gladstone NJ 06/2017 08/2018
Colgate University Hamilton NY 08/2017 05/2021
The Hotchkiss School Lakeville CT 08/2014 05/2017
Rockefeller Financial Llc Ny NY 04/2022 05/2026
Rockefeller Capital Management Ny NY 04/2022 05/2026
  • 05/2026 → Present
    Rockefeller Financial Llc
    Charlotte , NC
  • 05/2026 → Present
    Rockefeller Capital Management
    Charlotte, NC
  • 08/2021 → 03/2022
    Morgan Stanley
    Purchase, NY
  • 06/2020 → 08/2020
    Manasquan Reservoir
    Howell, NJ
  • 07/2019 → 07/2019
    Colgate University
    Hamilton, NY
  • 12/2020 → 01/2021
    Instacart
    San Francisco, CA
  • 12/2018 → 05/2019
    Colgate University
    Hamilton, NY
  • 06/2017 → 08/2017
    Tamarack Day Camp
    Randolph, NJ
  • 06/2017 → 08/2018
    Gladstone Tavern
    Gladstone, NJ
  • 08/2017 → 05/2021
    Colgate University
    Hamilton, NY
  • 08/2014 → 05/2017
    The Hotchkiss School
    Lakeville, CT
  • 04/2022 → 05/2026
    Rockefeller Financial Llc
    Ny, NY
  • 04/2022 → 05/2026
    Rockefeller Capital Management
    Ny, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-09
S63 Uniform Securities Agent State Law Examination 2021-09-03
  • S65 Uniform Investment Adviser Law Examination
    2022-09-09
  • S63 Uniform Securities Agent State Law Examination
    2021-09-03
Designations
Other Names
  • Grace E Schreiber
  • Grace Elizabeth Schreiber
  • Grace Schreiber

View on SEC IAPD

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