Holden Maxx Granet

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

• 01/2025 → Present
  Rockefeller Financial Llc
  Boca Raton, FL
• 07/2024 → 08/2024
  Meat Market
  Boca Raton, FL
• 01/2024 → 04/2024
  Proper-T Managment
  Tallahassee, FL
• 06/2023 → 08/2023
  Northwestern Mutual
  Boca Raton, FL
• 06/2022 → 08/2022
  Sonovia Ltd
  Tel Aviv
• 12/2021 → 05/2024
  Florida State University
  Tallahassee, FL
• 08/2020 → 12/2021
  Florida Atlantic University
  Boca Raton, FL
• 06/2024 → 12/2024
  Rockefeller
  Boca Raton, FL
• 05/2020 → 08/2020
  Unemployed
  Boca Raton, FL
• 08/2016 → 05/2020
  Spanish River Community High School
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-05-27

Other Names

• Holden Granet