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Victoria Claire Collier

Rockefeller Financial LLC

Atlanta, GA

CRD 7128210

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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
TX RA APPROVED 2024-11-24
GA RA APPROVED 2024-11-19
  • TX RA
    APPROVED
    Since 2024-11-24
  • GA RA
    APPROVED
    Since 2024-11-19

Branch Locations

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • 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
Rockefeller Financial Llc Atlanta GA 08/2024 Present
Vanderbilt University Nashville TN 08/2023 05/2024
The University Of Alabama Tuscaloosa AL 08/2019 05/2023
Saint Joseph's Academy Baton Rouge LA 08/2015 05/2019
Texas Capital Bank Dallas TX 05/2022 07/2022
  • 08/2024 → Present
    Rockefeller Financial Llc
    Atlanta, GA
  • 08/2023 → 05/2024
    Vanderbilt University
    Nashville, TN
  • 08/2019 → 05/2023
    The University Of Alabama
    Tuscaloosa, AL
  • 08/2015 → 05/2019
    Saint Joseph's Academy
    Baton Rouge, LA
  • 05/2022 → 07/2022
    Texas Capital Bank
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-18
  • S66 Uniform Combined State Law Examination
    2024-11-18
Other Names
  • Tori Collier

View on SEC IAPD

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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