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Rockefeller Financial LLC CRD 291361
$99.6B regulatory AUM 223 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED_RES | 2026-07-16 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Atlanta | GA | 07/2021 | 07/2026 |
| Goldman Sachs Ayco Personal Financial Management | Atlanta | GA | 07/2020 | 08/2020 |
| Acg Wealth | Atlanta | GA | 06/2018 | 07/2018 |
| Keylime Online | Cumming | GA | 01/2015 | 12/2016 |
| Taco Mac | Cumming | GA | 01/2017 | 12/2018 |
| Pinecrest Academy | Cumming | GA | 08/2011 | 05/2017 |
| Auburn University | Auburn | AL | 08/2017 | 05/2021 |
| Rockefeller Financial Llc | Atlanta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-10 |
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