Elizabeth Anne Singleton

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

• 04/2022 → Present
  Rockefeller Financial Llc
  Atlanta, GA
• 02/2021 → 03/2022
  Appello Pharmaceuticals
  Nashville, TN
• 08/2018 → 12/2020
  Usc Joint Educational Project
  Los Angeles, CA
• 08/2017 → 12/2020
  University Of Southern California
  Los Angeles, CA
• 06/2012 → 05/2017
  Harpeth Hall School
  Nashville, TN

Other Businesses

Taffer's Tavern; Non-investment related; 33 S Main St., Alpharetta, GA 30009; Barback/Bartender Apprentice; 06/16/2026; 40 hours per month and 0 hours during trading hours; Cleanup, making drinks, and restocking.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-03

Other Names

• Lizzie Singleton