Daniel N Marchon

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

• 03/2018 → 02/2020
  Morgan Stanley
  New York, NY
• 08/2015 → 05/2017
  Columbia Business School
  New York, NY
• 05/2017 → 03/2018
  Unemployed
  New York, NY
• 05/2018 → 02/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2020 → Present
  Rockefeller Financial Llc
  New York, NY
• 02/2020 → Present
  Rockefeller & Co. Llc
  New York, NY
• 05/2018 → 02/2020
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-04-27 → 2020-02-26
  Morgan Stanley
  New York, NY

Other Businesses

1. 245 E. 25th Realty Corp - Spruce Ridge House; Not Investment related ; Co-op; Board of Directors (proprietor, partner, officer, director, employee, trustee, agent); March 2018; During business hours: 0; After business hours: 4; Taking Board meeting minutes, conducting one-off projects including ROI's on building-related projects. Overseeing and approving financial statements, making suggestions on how to invest the Corporation's excess reserves, and signing checks payable from the entity. Mr. Daniel Marchon is a licensed insurance agent with Rockefeller Capital Management Insurance Services LLC, an affiliate of the firm.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-27
• S63 Uniform Securities Agent State Law Examination
  2011-11-21

Designations

• Chartered Financial Analyst

Other Names

• Daniel Nathan Marchon
• Daniel Marchon