Ekaterina Olegovna Slepkova

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

• 02/2015 → 09/2021
  Wells Fargo Bank, Na
  Orlando, FL
• 03/2019 → 09/2021
  Wells Fargo Clearing Services, Llc
  Orlando, FL
• 02/2018 → 04/2019
  Fairfield Inn & Suites
  Orlando, FL
• 09/2021 → 06/2023
  Truist Investment Services, Inc.
  Winter Park, FL
• 09/2021 → 06/2023
  Truist Advisory Services, Inc.
  Winter Park, FL
• 06/2023 → Present
  Rockefeller Financial Llc
  Winter Park, FL

Previous Registrations

• 2021-10-05 → 2023-06-23
  Truist Advisory Services, Inc.
  Winter Park, FL
• 2021-06-09 → 2021-09-08
  Wells Fargo Clearing Services, Llc
  Orlando, FL
  Orlando, FL
  Winter Park, FL

Other Businesses

NOTARY POSITION: Notary NATURE: Notary services in State of Florida INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2021 ADDRESS: , Winter Park FL , United States DESCRIPTION: Notarizing signatures

Exams

• S66 Uniform Combined State Law Examination
  2021-06-08
• S63 Uniform Securities Agent State Law Examination
  2019-07-10

Other Names

• Ekaterina Slepkova