Noah Aaron Rubinstein

Rockefeller Financial LLC

CRD 6797052

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-17

TX RA
APPROVED

Since 2026-07-17

Branch Locations

300 Crescent Court Suite 1450, Dallas, TX 75201 • 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

Organization	City	State	From	To
Rockefeller Financial Llc	Dallas	TX	07/2026	Present
Amazon Web Services	Arlington	VA	06/2021	06/2026
University Of Michigan	Ann Arbor	MI	08/2017	05/2021
Yavneh Academy Of Dallas	Dallas	TX	08/2013	06/2017

07/2026 → Present

Rockefeller Financial Llc

Dallas, TX
06/2021 → 06/2026

Amazon Web Services

Arlington, VA
08/2017 → 05/2021

University Of Michigan

Ann Arbor, MI
08/2013 → 06/2017

Yavneh Academy Of Dallas

Dallas, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-14

S66 Uniform Combined State Law Examination

2026-02-14

Other Names

Noah Rubinstein

View on SEC IAPD

Nearby Firms

RETIREMENT ADVISORS, LLC

7TH HARVEST INVESTMENTS

ADVISOR RESOURCE COUNCIL

Nearby Investors

MICHAEL CHARLES PERRY

Samuel James Perry

Michael Charles Perry

Nearby Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX

7TH HARVEST INVESTMENTS · DALLAS, TX

ADVISOR RESOURCE COUNCIL · Dallas, TX

More in Dallas, TX

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor