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Steven Cangialosi

Rockefeller Financial LLC

Stamford, CT

New York, NY

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-04-01
TX RA APPROVED 2022-04-01
  • CT RA
    APPROVED
    Since 2022-04-01
  • TX RA
    APPROVED
    Since 2022-04-01

Branch Locations

300 First Stamford Place Suite 230, Stamford, CT 06902 • United States

45 Rockefeller Plaza, New York, NY 10111 • 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
Jpmorgan Chase Bank Na White Plains NY 06/2014 12/2017
J.P. Morgan Securities Llc White Plains NY 06/2014 12/2017
Rockefeller Financial Llc Stamford CT 04/2022 Present
Fieldpoint Private Securities Llc Greenwich CT 12/2017 04/2022
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-03
  • S66 Uniform Combined State Law Examination
    2012-08-03
Other Names
  • Steven Cangiolosi

View on SEC IAPD

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