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Tamila Renee Miceli

Rockefeller Financial LLC

Dublin, CA

Atlanta, GA

CRD 2572102

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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:

Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-08
CA RA APPROVED 2023-08-22
  • TX RA
    APPROVED_RES
    Since 2025-05-08
  • CA RA
    APPROVED
    Since 2023-08-22

Branch Locations

Dublin, CA • United States

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • 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
Securian Financial Services Inc St. Paul MN 09/2015 02/2023
Summit Financial Group San Ramon CA 09/2015 02/2023
Rockefeller Financial Llc Walnut Creek CA 08/2023 06/2026
Unemployed Dublin CA 03/2023 07/2023
Rockefeller Financial Llc Dublin CA 07/2026 Present
  • 09/2015 → 02/2023
    Securian Financial Services Inc
    St. Paul, MN
  • 09/2015 → 02/2023
    Summit Financial Group
    San Ramon, CA
  • 08/2023 → 06/2026
    Rockefeller Financial Llc
    Walnut Creek, CA
  • 03/2023 → 07/2023
    Unemployed
    Dublin, CA
  • 07/2026 → Present
    Rockefeller Financial Llc
    Dublin, CA
Previous Registrations
  • 2016-08-24 → 2023-03-01
    Securian Financial Services, Inc.
    San Ramon, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-02
  • S66 Uniform Combined State Law Examination
    2016-08-02
Other Names
  • Tamila Renee Stueland

View on SEC IAPD

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