Alexander Maclean Lynch

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

• 06/2022 → 04/2023
  First Republic Securities Company, Llc
  New York, NY
• 08/2021 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 08/2017 → 08/2021
  University Of Texas At Austin
  Austin, TX
• 08/2013 → 08/2017
  St. Ignatius College Preparatory
  San Francisco, CA
• 04/2023 → Present
  Rockefeller Financial Llc
  New York, NY
• 04/2023 → Present
  Rockefeller Capital Managment
  New York, NY

Previous Registrations

• 2022-08-31 → 2023-05-16
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-08-30

Other Names

• Hobby Lynch
• Alexander Maclean Lynch
• Alexander Lynch