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John Belin

Rockefeller Financial LLC

New York, NY

CRD 7600422

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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:

Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-17
  • NY RA
    APPROVED
    Since 2023-03-17

Branch Locations

45 Rockefeller Plaza, New York, NY 10111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rockefeller Financial Llc New York NY 07/2022 Present
Oracle Burlington MA 08/2021 07/2022
Clark Construction Group, Llc Bethesda MD 06/2020 08/2020
St. Andrews Episcopal School Potomac MD 08/2012 06/2017
Bucknell University Lewisburg PA 08/2017 06/2021
  • 07/2022 → Present
    Rockefeller Financial Llc
    New York, NY
  • 08/2021 → 07/2022
    Oracle
    Burlington, MA
  • 06/2020 → 08/2020
    Clark Construction Group, Llc
    Bethesda, MD
  • 08/2012 → 06/2017
    St. Andrews Episcopal School
    Potomac, MD
  • 08/2017 → 06/2021
    Bucknell University
    Lewisburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-13
  • S66 Uniform Combined State Law Examination
    2023-03-13

View on SEC IAPD

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