David Philip Eder

Employer firm

Rockefeller Capital Management CRD 294197

$36.8B regulatory AUM 423 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 07/2020
  J.P Morgan Securities Llc
  White Plains, NY
• 04/2011 → 07/2020
  J.P Morgan Chase Bank
  White Plains, NY
• 07/2020 → Present
  Rockefeller Financial Llc
  New York, NY
• 07/2020 → Present
  Rock & Co Llc
  New York, NY

Previous Registrations

• 2011-04-29 → 2020-07-13
  J.P. Morgan Securities Llc
  White Plains, NY
• 2007-01-17 → 2011-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY

Other Businesses

Entity Name: SHARON EDER DDS Investment related: No Address: 91 MT. KISCO NY Nature of the other business: Spouse's Orthodontics dental practice Position/Title/Relationship: Advisor Start Date: 02-Jan-2019 Approximate # of hours a month: 4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Help with the books as needed.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  2006-03-08

Other Names

• David P Eder