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Riley Kate Cameron

Rockefeller Financial LLC

New York, NY

CRD 8159790

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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 2026-06-16
NY RA APPROVED 2026-06-15
  • TX RA
    APPROVED
    Since 2026-06-16
  • NY RA
    APPROVED
    Since 2026-06-15

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 09/2025 Present
St. Michael's Catholic Academy Austin TX 08/2018 05/2021
San Diego State University San Diego CA 08/2021 05/2023
Southern Methodist University Dallas TX 08/2023 08/2025
St. Hilary's Catholic School Tiburon CA 08/2015 08/2018
  • 09/2025 → Present
    Rockefeller Financial Llc
    Ny, NY
  • 08/2018 → 05/2021
    St. Michael's Catholic Academy
    Austin, TX
  • 08/2021 → 05/2023
    San Diego State University
    San Diego, CA
  • 08/2023 → 08/2025
    Southern Methodist University
    Dallas, TX
  • 08/2015 → 08/2018
    St. Hilary's Catholic School
    Tiburon, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-15
  • S66 Uniform Combined State Law Examination
    2026-06-15

View on SEC IAPD

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