Danielle Posillico

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 08/2017
  Skanska
  East Elmhurst, NY
• 08/2014 → 06/2018
  James Madison University
  Harrisonburg, VA
• 10/2017 → 10/2017
  Axa Advisors
  Falls Church, VA
• 06/2018 → 07/2018
  Unemployed
  Northport, NY
• 07/2018 → 10/2018
  Axa Advisors, Llc
  New York, NY
• 12/2018 → 08/2019
  Morgan Stanley
  New York, NY
• 08/2019 → Present
  Rockefeller Financial Llc
  New York, NY

Previous Registrations

• 2019-01-09 → 2019-09-03
  Morgan Stanley
  New York, NY
• 2018-09-26 → 2018-10-31
  Equitable Advisors, Llc
  Melville, NY
  Northport, NY
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-09-20

Other Names

• Danielle Muller
• Danielle Elizabeth Muller