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Brandon Potucek

Rockefeller Financial LLC

Florham Park, NJ

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-07
TX RA APPROVED 2026-08-07
  • NJ RA
    APPROVED
    Since 2026-08-07
  • TX RA
    APPROVED
    Since 2026-08-07

Branch Locations

180 Park Ave Suite 203, Florham Park, NJ 07932 • 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
Wells Fargo Clearing Services, Llc Kenilworth NJ 06/2023 03/2025
Wells Fargo Bank, Na Kenilworth NJ 01/2022 03/2025
Ups Parsippany NJ 06/2021 01/2022
Amerisave Mortgage Corporation Branchville NJ 08/2020 06/2021
N/A Branchville NJ 01/2020 06/2020
Ascensus Dresher PA 05/2019 12/2019
Osteria Philadelphia PA 01/2019 05/2019
Temple University Philadelphia PA 08/2014 12/2018
Rockefeller Financial Llc Florham Park NJ 02/2026 Present
Private Client Group Livingston NJ 03/2025 05/2025
Bonefish Grill Pine Brook NJ 09/2025 02/2026
N/A N/A XX 06/2025 09/2025
  • 06/2023 → 03/2025
    Wells Fargo Clearing Services, Llc
    Kenilworth, NJ
  • 01/2022 → 03/2025
    Wells Fargo Bank, Na
    Kenilworth, NJ
  • 06/2021 → 01/2022
    Ups
    Parsippany, NJ
  • 08/2020 → 06/2021
    Amerisave Mortgage Corporation
    Branchville, NJ
  • 01/2020 → 06/2020
    N/A
    Branchville, NJ
  • 05/2019 → 12/2019
    Ascensus
    Dresher, PA
  • 01/2019 → 05/2019
    Osteria
    Philadelphia, PA
  • 08/2014 → 12/2018
    Temple University
    Philadelphia, PA
  • 02/2026 → Present
    Rockefeller Financial Llc
    Florham Park, NJ
  • 03/2025 → 05/2025
    Private Client Group
    Livingston, NJ
  • 09/2025 → 02/2026
    Bonefish Grill
    Pine Brook, NJ
  • 06/2025 → 09/2025
    N/A
    N/A, XX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-06
S63 Uniform Securities Agent State Law Examination 2023-09-14
  • S66 Uniform Combined State Law Examination
    2026-08-06
  • S63 Uniform Securities Agent State Law Examination
    2023-09-14
Other Names
  • Brandon Leigh Potucek
  • Brandon Potucek

View on SEC IAPD

Other Firms

WISS PRIVATE CLIENT ADVISORS, LLC
JACOBS LEVY EQUITY MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
MARINER
USI SECURITIES, INC.

Other Investors

THOMAS J. BIRRITTELLA
DAVID F BOAK
Jason W Hoffman
Raman Bhalla
Keyana Adelina Touchette
Luke Robert Warren Rich
Hunter William Kolmodin
Nicholas Henry Hoy

Other Offices

WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ

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