Daniel Vincent Moldaver

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

• 07/2024 → 12/2025
  Institutional Capital Network, Inc.
  New York, NY
• 06/2022 → 08/2022
  Rockefeller Capital Management
  Hamilton, NJ
• 06/2021 → 08/2021
  Rockefeller Capital Management
  New York City, NY
• 06/2019 → 08/2019
  Stifel Financial Corporation
  New York City, NY
• 05/2023 → 07/2024
  N/A
  Rumson, NJ
• 08/2019 → 12/2021
  Fordham University
  Bronx, NY
• 01/2021 → 05/2023
  Clemson University
  Clemson, SC
• 07/2014 → 08/2019
  N/A
  Colts Neck, NJ
• 07/2024 → 12/2025
  Icapital Markets, Llc
  New York, NY
• 01/2026 → Present
  Rockefeller Financial Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-01-16
• S63 Uniform Securities Agent State Law Examination
  2024-12-06

Other Names

• Danny Vincent Moldaver