Robert J Labriola

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

• 12/2021 → 07/2026
  Morgan Stanley
  New York, NY
• 07/2020 → 06/2021
  Realization Services Inc.
  Bedford Hills, NY
• 05/2018 → 08/2018
  Nestle Waters Na
  Stamford, CT
• 01/2016 → 09/2018
  College Truckers Elon
  Elon, NC
• 09/2018 → 07/2020
  Unemployment
  Waccabuc, NY
• 06/2021 → 12/2021
  Unemployment
  Waccabuc, NY
• 06/2025 → 07/2026
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2026 → Present
  Rockefeller Financial Llc
  New York, NY

Previous Registrations

• 2023-01-27 → 2026-07-21
  Morgan Stanley
  New York, NY
  Naples, FL
  New York, NY
  New York, NY
  Purchase, NY
  Purchase, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-27
• S63 Uniform Securities Agent State Law Examination
  2022-02-21

Other Names

• Robert J Labriola