William Michael Ramette

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

• 10/2011 → 01/2025
  Morgan Stanley Smith Barney
  Chicago, IL
• 01/2015 → 01/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2025 → Present
  Rockefeller Financial Llc
  St. Helena Island, SD
• 01/2025 → Present
  Rockefeller Capital Management
  St. Helena Island, SC
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-11-15 → 2025-02-06
  Morgan Stanley
  Chicago, IL
  Chicago, IL
  Helena Island, SC
• 2009-04-24 → 2009-12-09
  River Capital Advisors, Inc.
  Oak Park, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-14
• S63 Uniform Securities Agent State Law Examination
  1994-08-25

Other Names

• William Michael Ramette