Brice Eber-Morris

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

• 06/2025 → 01/2026
  Hilltop Securities Inc.
  Dallas, TX
• 05/2024 → 08/2024
  Robinhood Markets
  New York, NY
• 06/2023 → 08/2023
  Liquidx
  New York, NY
• 01/2023 → 05/2023
  The Manhattan Institute
  New York, NY
• 06/2021 → 08/2021
  Wölffer Estate Vineyard
  Sagaponack, NY
• 06/2020 → 08/2020
  Wölffer Estate Vineyard
  Sagaponack, NY
• 08/2021 → 05/2025
  Emory University
  Atlanta, GA
• 09/2017 → 06/2021
  Erhs
  New York, NY
• 01/2015 → 09/2017
  Unemployed
  New York, NY
• 02/2026 → Present
  Rockeeller Financial Llc
  Dallas, TX

Previous Registrations

• 2025-12-22 → 2026-02-02
  Hilltop Securities Inc.
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-12-17