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Gina Renee Eybel

Rockefeller Financial LLC

Westmont, IL

Chicago, IL

CRD 4778148

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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
TX RA APPROVED 2025-11-07
  • TX RA
    APPROVED
    Since 2025-11-07

Branch Locations

Westmont, IL • United States

222 West Adams Suite 2450, Chicago, IL 60606 • 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
Credit Suisse Securities (Usa) Llc Chicago IL 11/2006 08/2016
Wells Fargo Advisors, Llc Chicago IL 09/2016 11/2016
Wells Fargo Clearing Services, Llc Chicago IL 11/2016 11/2025
Rockefeller Financial Llc Westmont IL 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-06-30
  • S63 Uniform Securities Agent State Law Examination
    2004-06-30
Other Names
  • Gina Renee Hoffmann

View on SEC IAPD

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