Cori Ann Verdino

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

• 10/2018 → 05/2026
  Ubs Financial Services Inc.
  New York, NY
• 09/2016 → 09/2018
  Sbc Benefit Consultants
  Rutherford, NJ
• 01/2014 → 09/2016
  Rutherford Downtown Partnership
  Rutherford, NJ
• 05/2026 → Present
  Rockefeller Financial Llc
  Ny, NY

Previous Registrations

• 2021-03-19 → 2026-05-20
  Ubs Financial Services Inc.
  New York, NY
  Rutherford, NJ

Other Businesses

Mary Kay Cosmetics (not investment related) 190 Irving Place Rutherford, NJ 07070 Sr. Independent Beauty Consultant Selling cosmetics Started 09/2009 Spend about 5 hours per month, 0 during securities trading hours. Borough of Rutherford; Non-investment related; Rutherford, NJ; Recording Secretary; 01/01/2014; 3 hours per month and 0 hours during trading hours; Record the minutes of the monthly meeting of the Board of Trustees.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-18

Other Names

• Cori Ann Yozzo