Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-09 |
| GA | RA | APPROVED | 2026-04-08 |
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 | 01/2026 | Present |
| Trident Building Solutions | Atlanta | GA | 06/2024 | 01/2026 |
| Unemployed | Atlanta | GA | 04/2024 | 06/2024 |
| Cox & Co | Atlanta | GA | 06/2023 | 04/2024 |
| Tenth Street Ventures | Atlanta | GA | 11/2019 | 06/2023 |
| Lee & Associates Commercial Real Estate Services | Atlanta | GA | 08/2016 | 11/2019 |
Trident Construction Group, business is not investment-related, 1801 Old Alabama Rd Suite 125, Roswell GA 30076, Business Development, Business Development Head; 06/2024: 2 hours/monthly; business development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-07 |
Reach out to this advisor