Best Investors
Account
Sign in
Best Investors
Account
Sign in
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED_RES | 2025-11-08 |
Branch Locations
3835 Pga Boulevard Suite 401, Palm Beach Gardens, FL 33410 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-22 |
| TX | RA | APPROVED_RES | 2024-11-05 |
Branch Locations
3835 Pga Boulevard, Suite 401, Palm Beach Gardens, FL 33410 • United States
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2019 |
| Rockefeller Financial Llc | Palm Beach | FL | 11/2024 | Present |
| Self Employed | Palm Beach | FL | 05/2019 | 04/2021 |
| Gsrcap Llc - Family Office | Palm Beach | FL | 04/2021 | 11/2024 |
| Gsrcap Llc | North Palm Beach | FL | 04/2021 | Present |
| Gsr Capital Partners Llc | North Palm Beach | FL | 08/2024 | Present |
| Rockefeller Capital Management | Palm Beach | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-18 |
| S66 | Uniform Combined State Law Examination | 2003-04-09 |
Reach out to this advisor