Nicholas Max Moldaver

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

• 01/2026 → Present
  Rockefeller Financial Llc
  Ny, NY
• 08/2021 → 05/2025
  Clemson University
  Clemson, SC
• 09/2017 → 06/2021
  Colts Neck High School
  Colts Neck, NJ
• 09/2014 → 06/2017
  Cedar Drive Middle School
  Colts Neck, NJ
• 05/2025 → 12/2025
  Unemployed
  Rumson, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-02-10

Other Names

• Nick Moldaver
• Nicholas M Moldaver