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Kevin Rone Reed

Rockefeller Capital Management

Charlotte, NC

Rockefeller Financial LLC

Atlanta, GA

Charlotte, NC

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Current Employers
Rockefeller Capital Management

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-05
  • NC RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

5605 Carnegie Blvd Suite 220, Charlotte, NC 28209 • United States

Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-15
NC RA APPROVED 2023-03-13
  • TX RA
    APPROVED_RES
    Since 2023-03-15
  • NC RA
    APPROVED
    Since 2023-03-13

Branch Locations

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States

5605 Carnegie Blvd., Suite 220, Charlotte, NC 28209 • 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
Bank Of America Na Charlotte NC 06/2011 03/2023
Merrill Lynch Charlotte NC 06/2011 03/2023
Rockefeller Financial Llc Charlotte NC 03/2023 Present
Rockefeller Capital Management Charlotte NC 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-31
  • S66 Uniform Combined State Law Examination
    2006-08-31
Other Names
  • Rone Reed
  • Kevin Reed
  • Kevin Rone Reed
  • K R Reed

View on SEC IAPD

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