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Ryan Patrick Monaghan

Rockefeller Financial LLC

New York, NY

CRD 7060811

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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
NY RA APPROVED 2026-05-11
TX RA APPROVED 2026-05-11
  • NY RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED
    Since 2026-05-11

Branch Locations

45 Rockefeller Plaza, New York, NY 10111 • 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
Ubs Financial Services New York NY 01/2019 05/2026
Wagner College Football Staten Island NY 05/2017 12/2018
Wagner College Football Staten Island NY 01/2017 05/2017
Staten Island Yankees Staten Island NY 03/2016 12/2016
Rockefeller Financial Llc Ny NY 05/2026 Present
  • 01/2019 → 05/2026
    Ubs Financial Services
    New York, NY
  • 05/2017 → 12/2018
    Wagner College Football
    Staten Island, NY
  • 01/2017 → 05/2017
    Wagner College Football
    Staten Island, NY
  • 03/2016 → 12/2016
    Staten Island Yankees
    Staten Island, NY
  • 05/2026 → Present
    Rockefeller Financial Llc
    Ny, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-18
  • S66 Uniform Combined State Law Examination
    2020-06-18

View on SEC IAPD

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