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Haley Marie Hawk

Rockefeller Financial LLC

Atlanta, GA

CRD 6954738

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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
GA RA APPROVED 2026-07-17
TX RA APPROVED_RES 2026-07-16
  • GA RA
    APPROVED
    Since 2026-07-17
  • TX RA
    APPROVED_RES
    Since 2026-07-16

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
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
  • 07/2021 → 07/2026
    Goldman Sachs
    Atlanta, GA
  • 07/2020 → 08/2020
    Goldman Sachs Ayco Personal Financial Management
    Atlanta, GA
  • 06/2018 → 07/2018
    Acg Wealth
    Atlanta, GA
  • 01/2015 → 12/2016
    Keylime Online
    Cumming, GA
  • 01/2017 → 12/2018
    Taco Mac
    Cumming, GA
  • 08/2011 → 05/2017
    Pinecrest Academy
    Cumming, GA
  • 08/2017 → 05/2021
    Auburn University
    Auburn, AL
  • 07/2026 → Present
    Atlanta , GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-10
  • S66 Uniform Combined State Law Examination
    2021-11-10

View on SEC IAPD

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