Nicholas Lincoln Vines

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
  Ny, NY
• 09/2014 → 08/2018
  Pleasantville Middle School
  Pleasantville, NY
• 09/2018 → 06/2019
  Pleasantville High School
  Pleasantville, NY
• 09/2019 → 05/2021
  Bayside High School
  Bayside, NY
• 08/2021 → 05/2025
  Binghamton University
  Vestal, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-08-05