Chandra Maria Margaret Federle

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

• 10/2014 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2015 → 04/2025
  Bank Of America, N.A.
  Chicago, IL
• 04/2025 → Present
  Rockefeller Financial Llc
  Chicago, IL
• 04/2025 → Present
  Rockefeller Capital Management
  Chicago, IL

Previous Registrations

• 2025-04-17 → 2025-11-06
  Rockefeller Capital Management
  Chicago, IL
• 2014-10-10 → 2025-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2006-03-03 → 2014-10-20
  Ubs Financial Services Inc.
  Princeton, NJ
  Princeton, NJ
  Oakbrook Terrac, IL
  Weehawken, NJ
  Oakbrook Terrace, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-02
• S63 Uniform Securities Agent State Law Examination
  1996-07-02

Other Names

• Chandra Maria Margaret Voss
• Chandra M Voss