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David Batievsky

Rockefeller Financial LLC

New York, NY

CRD 8127210

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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
NY RA APPROVED 2025-10-30
  • NY RA
    APPROVED
    Since 2025-10-30

Branch Locations

45 Rockefeller Plaza, New York, NY 10111 • 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 Financial Llc Ny NY 06/2025 Present
Scheck Hillel Middle School Miami FL 08/2015 05/2017
Dr. Michael Krop Senior High School Miami FL 08/2017 05/2021
Deloitte Tel-Aviv 06/2023 08/2023
Rockefeller Capital Management New York NY 06/2024 08/2024
University Of Texas At Austin Austin TX 08/2021 05/2025
  • 06/2025 → Present
    Rockefeller Financial Llc
    Ny, NY
  • 08/2015 → 05/2017
    Scheck Hillel Middle School
    Miami, FL
  • 08/2017 → 05/2021
    Dr. Michael Krop Senior High School
    Miami, FL
  • 06/2023 → 08/2023
    Deloitte
    Tel-Aviv
  • 06/2024 → 08/2024
    Rockefeller Capital Management
    New York, NY
  • 08/2021 → 05/2025
    University Of Texas At Austin
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-29
  • S66 Uniform Combined State Law Examination
    2025-10-29

View on SEC IAPD

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