Best Investors Account Sign in

Hayden Dae Chul Shin

Rockefeller Financial LLC

New York, NY

CRD 8215291

Claim This Profile
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 2026-07-10
  • NY RA
    APPROVED
    Since 2026-07-10

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 Ny NY 01/2026 Present
Trinity College Hartford CT 08/2021 05/2025
New Canaan High School New Canaan CT 08/2018 06/2021
Rockefeller Financial Llc Ny NY 09/2025 01/2026
Saxe Middle School New Canaan CT 08/2014 06/2018
Unemployed New Canaan CT 05/2025 09/2025
  • 01/2026 → Present
    Ny, NY
  • 08/2021 → 05/2025
    Trinity College
    Hartford, CT
  • 08/2018 → 06/2021
    New Canaan High School
    New Canaan, CT
  • 09/2025 → 01/2026
    Ny, NY
  • 08/2014 → 06/2018
    Saxe Middle School
    New Canaan, CT
  • 05/2025 → 09/2025
    Unemployed
    New Canaan, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-10
  • S66 Uniform Combined State Law Examination
    2026-07-10
Other Names
  • Hayden Shin

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor