Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| GA | RA | APPROVED | 2025-11-07 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Atlanta | GA | 02/2025 | Present |
| U.S. House Of Representatives | Washington | DC | 01/2022 | 10/2024 |
| University Of Georgia | Athens | GA | 08/2017 | 12/2021 |
| North Atlanta High School | Atlanta | GA | 08/2013 | 05/2017 |
| Unemployed | Atlanta | GA | 11/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-05 |
Reach out to this advisor