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Thomas Christopher Weiss

Rockefeller Financial LLC

New York, NY

Boston, MA

CRD 8104433

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-09
MA RA APPROVED 2025-08-06
  • TX RA
    APPROVED
    Since 2025-12-09
  • MA RA
    APPROVED
    Since 2025-08-06

Branch Locations

45 Rockefeller Plaza, New York, NY 10111 • United States

115 Federal St, Floor 23, Boston, MA 02110 • 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
OrganizationCityStateFromTo
Rockefeller Capital Management Boston MA 05/2025 Present
Rockefeller Financial Llc Boston MA 07/2025 Present
Cambridge Associates Boston MA 07/2022 05/2025
University Of Michigan Ann Arbor MI 08/2018 05/2022
Wellesley High School Wellesley MA 08/2014 06/2018
  • 05/2025 → Present
    Rockefeller Capital Management
    Boston, MA
  • 07/2025 → Present
    Rockefeller Financial Llc
    Boston, MA
  • 07/2022 → 05/2025
    Cambridge Associates
    Boston, MA
  • 08/2018 → 05/2022
    University Of Michigan
    Ann Arbor, MI
  • 08/2014 → 06/2018
    Wellesley High School
    Wellesley, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-06
  • S63 Uniform Securities Agent State Law Examination
    2025-11-06
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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