Steven Mark Lamon

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

• 05/2025 → Present
  Rockefeller Financial Llc
  Dallas, TX
• 07/2016 → 12/2022
  West Monroe Partners
  Chicago, IL
• 12/2022 → 10/2023
  Unemployed
  Allen, TX
• 10/2023 → 04/2025
  Usaa
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-06-10

Other Names

• Mark Lamon