Best Investors
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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-17 |
Branch Locations
45 Rockefeller Plaza Floor 5, New York, NY 10111 • USA
115 Federal St, Floor 23, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferraro, Amodio, And Zarecki, Cpas | Saratoga Springs | NY | 06/2020 | 08/2020 |
| Christian Brothers Academy | Albany | NY | 09/2011 | 06/2018 |
| Graypoint, Llc | Albany | NY | 06/2021 | 08/2021 |
| Schuyler Meadows Club | Loudonville | NY | 04/2016 | 08/2018 |
| Providence College | Providence | RI | 08/2018 | 05/2022 |
| Wolfert's Roost Country Club | Loudonville | NY | 05/2019 | 08/2020 |
| Fidelity Investments | Smithfield | RI | 06/2022 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Rockefeller Capital Management | Boston | MA | 04/2025 | Present |
| Rockefeller Financial Llc | Boston | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-10 |
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