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Rockefeller Financial LLC CRD 291361
$99.6B regulatory AUM 223 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-25 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Atlanta | GA | 05/2025 | Present |
| Edge Athleisure | Fort Worth | TX | 07/2024 | 11/2024 |
| Enewton | Atlanta | GA | 05/2022 | 08/2022 |
| Onward Reserve | Atlanta | GA | 05/2021 | 08/2021 |
| Texas Christian University | Fort Worth | TX | 08/2021 | 05/2025 |
| Kent School | Kent | CT | 08/2018 | 05/2021 |
| The Lovett School | Atlanta | GA | 08/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-24 |
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