Matthew E Martinez

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

• 08/2021 → 01/2023
  Morgan Stanley
  Purchase, NY
• 09/2018 → 05/2021
  Pace University
  Pleasantville, NY
• 09/2017 → 06/2018
  University At Albany
  Albany, NY
• 09/2013 → 06/2017
  Croton Harmon Highschool
  Croton On Hudson, NY
• 09/2009 → 06/2017
  Pierre Van Cortland Middle School
  Croton On Hudson, NY
• 01/2023 → 06/2025
  Rockefeller Capital Management
  Ny, NY
• 07/2025 → Present
  Rockefeller Financial Llc
  Ny, NY

Previous Registrations

• 2022-09-30 → 2023-02-16
  Morgan Stanley
  Purchase, NY
  Purchase, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-30
• S63 Uniform Securities Agent State Law Examination
  2021-09-07

Other Names

• Matthew Emilio Martinez
• Matthew Martinez
• Matthew E Martinez