Clare James Comstock

Rockefeller Financial LLC

CRD 8046982

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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

Authority	Category	Status	Date
GA	RA	APPROVED	2026-02-02

GA RA
APPROVED

Since 2026-02-02

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

Organization	City	State	From	To
Rockefeller Financial Llc	Atlanta	GA	08/2025	Present
Citi Group	New York	NY	05/2024	08/2024
Capitala Group	Charlotte	NC	05/2023	08/2023
Student	Washington	DC	09/2005	05/2025
Unemployed	Athens	GA	05/2025	08/2025

08/2025 → Present

Rockefeller Financial Llc

Atlanta, GA
05/2024 → 08/2024

Citi Group

New York, NY
05/2023 → 08/2023

Capitala Group

Charlotte, NC
09/2005 → 05/2025

Student

Washington, DC
05/2025 → 08/2025

Unemployed

Athens, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-30

S66 Uniform Combined State Law Examination

2026-01-30

Other Names

Clare Comstock

View on SEC IAPD

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