Daniel Bennett Selcow

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

• 02/2015 → 05/2023
  First Republic Investment Management, Inc.
  New York, NY
• 10/2017 → 05/2023
  First Republic Securities Company, Llc
  New York, NY
• 05/2023 → Present
  Rockefeller Financial Llc
  Ny, NY
• 02/2024 → Present
  Rockefeller Capital Management
  Ny, NY

Previous Registrations

• 2015-02-23 → 2023-05-23
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  San Francisco, CA

Other Businesses

Name: LearningSpring School Address: 247 East 20th Street, New York, NY 10003 Investment-related: No Nature of the Business: non-profit organization Role: Member of the School's Investment Advisory Sub-Committee Description of Duties: provide investment advice along with other members of the sub-committee to help provide guidance to the advisory firm managing the endowment. Start Date: June, 2012 Number of hours each month: 1 hour Number of hours during trading: None

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-04-19
• S65 Uniform Investment Adviser Law Examination
  2015-02-23