Yanni Ali Saderi

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

• 05/2019 → 06/2019
  Merrill Lynch
  San Francisco, CA
• 08/2019 → 05/2022
  Morgan Stanley
  San Francisco, CA
• 08/2022 → 10/2023
  Oppenheimer & Co. Inc.
  San Francisco, CA
• 08/2017 → 12/2019
  University Of Arizona
  Tucson, AZ
• 01/2020 → 05/2022
  San Francisco State University
  San Francisco, CA
• 08/2014 → 05/2017
  Folsom High School
  Folsom, CA
• 10/2023 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
• 11/2023 → 05/2025
  Bank Of America, N.A.
  Beverly Hills, CA
• 12/2025 → Present
  Rockefeller Financial Llc
  Ny, NY
• 06/2025 → 11/2025
  Extended Travel
  Fair Oaks, CA

Previous Registrations

• 2023-11-08 → 2025-05-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
  Los Angeles, CA
• 2022-11-03 → 2023-10-20
  Oppenheimer & Co. Inc.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-01

Other Names

• Yanni Saderi
• Yanni A Saderi
• Yanni Ali Saderi