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Aliya Mei White Pasquale

Rockefeller Financial LLC

Atlanta, GA

CRD 7939994

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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_RES 2026-07-27
GA RA APPROVED 2026-07-21
  • TX RA
    APPROVED_RES
    Since 2026-07-27
  • GA RA
    APPROVED
    Since 2026-07-21

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rockefeller Financial Llc Atlanta GA 03/2026 Present
Parametric Portfolio Associates - Morgan Stanley Boston MA 07/2024 05/2025
Parametric Portfolio Associates - Morgan Stanley Alpharetta GA 05/2025 03/2026
Louisiana State University Baton Rouge LA 08/2020 05/2025
Fontbonne Academy Milton MA 10/2016 06/2020
Cardinal Spellman High School Brockton MA 09/2016 10/2016
  • 03/2026 → Present
    Atlanta, GA
  • 07/2024 → 05/2025
    Parametric Portfolio Associates - Morgan Stanley
    Boston, MA
  • 05/2025 → 03/2026
    Parametric Portfolio Associates - Morgan Stanley
    Alpharetta, GA
  • 08/2020 → 05/2025
    Louisiana State University
    Baton Rouge, LA
  • 10/2016 → 06/2020
    Fontbonne Academy
    Milton, MA
  • 09/2016 → 10/2016
    Cardinal Spellman High School
    Brockton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-20
  • S66 Uniform Combined State Law Examination
    2026-07-20
Other Names
  • Aliya M White Pasquale

View on SEC IAPD

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