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Rockefeller Financial LLC CRD 291361
$99.6B regulatory AUM 223 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-20 |
| TX | RA | APPROVED | 2023-11-14 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2019 | 10/2023 |
| World 50 | Atlanta | GA | 02/2017 | 09/2019 |
| The University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2014 | 12/2016 |
| Bank Of America, N.A. | Atlanta | GA | 07/2022 | 10/2023 |
| Rockefeller Financial Llc | Atlanta | GA | 11/2023 | Present |
BWB Interiors LLC, Not investment related. Atlanta, GA 30305. Manager, 11/01/2022, Interior Design, Home furnishings, zero hours a month and zero hours during trading hours. Home furnishings for residential properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
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