Gregory Maxwell Goldstein

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
• 06/2022 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 09/2014 → 06/2018
  Greenwich High School
  Greenwich, CT
• 04/2017 → 05/2021
  Southpaw Yacht Sales
  Greenwich, CT
• 09/2019 → 05/2021
  Patek Philippe
  New York, NY
• 05/2021 → 08/2021
  Pnc Bank
  Stamford, CT
• 09/2018 → 05/2022
  New York University
  New York, NY
• 04/2023 → Present
  Rockefeller Financial Llc
  New York, NY

Previous Registrations

• 2022-11-07 → 2023-05-16
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-11-05

Other Names

• Greg Goldstein