David Max Crummy

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

• 05/2015 → 08/2018
  Town Of Bedford
  Bedford, NY
• 09/2018 → 05/2022
  University At Buffalo
  Buffalo, NY
• 01/2021 → 05/2021
  New York State Contact Tracing
  Buffalo, NY
• 05/2019 → 05/2022
  Family Management Corporation
  New York, NY
• 05/2012 → 06/2018
  Fox Lane Middle School / Highschool
  Bedford, NY
• 06/2022 → 08/2024
  Family Management Corporation
  New York, NY
• 09/2024 → Present
  Rockefeller Capital Management
  Ny, NY
• 09/2024 → Present
  Rockefeller Financial Llc
  Ny, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-09-25

Other Names

• Max Crummy