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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 | 2022-01-10 |
| TX | RA | APPROVED | 2022-01-07 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 02/2019 | 01/2022 |
| Friends Of Chris Carr, Inc. | Atlanta | GA | 09/2018 | 11/2018 |
| Cagle For Georgia, Inc. | Atlanta | GA | 09/2017 | 08/2018 |
| Vanderbilt University | Nashville | TN | 08/2013 | 07/2017 |
| Miken Development | Nashville | TN | 06/2016 | 07/2017 |
| Rockefeller Financial Llc | Atlanta | GA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-21 |
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