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Matthew Birkett

Rockefeller Capital Management

Glendale, CA

Rockefeller Financial LLC

Glendale, CA

Los Angeles, CA

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Current Employers
Rockefeller Capital Management

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-14
TX RA APPROVED 2025-08-14
  • CA RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED
    Since 2025-08-14

Branch Locations

Glendale, CA • United States

Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-02-26
TX RA APPROVED 2021-02-26
  • CA RA
    APPROVED
    Since 2021-02-26
  • TX RA
    APPROVED
    Since 2021-02-26

Branch Locations

Glendale, CA • United States

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 07/2009 02/2021
Bank Of America, N.A. Pasadena CA 09/2009 02/2021
Rockefeller Financial Llc Newport Beach CA 02/2021 07/2026
Rockefeller Capital Management Newport Beach CA 08/2025 07/2026
Rockefeller Financial Llc Glendale CA 08/2026 Present
Rockefeller Capital Management Glendale CA 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-06
  • S66 Uniform Combined State Law Examination
    2005-09-06
Designations
Other Names
  • Matthew Leiran Birkett

View on SEC IAPD

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