Gladys Viviana Heath

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 11/2025 → Present
  Rockefeller Financial Llc
  Arlington, VA

Previous Registrations

• 2025-08-19 → 2025-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
  New York, NY

Other Businesses

I*: 2892270 Entity Type: Fiduciary role Name of OBA: E. G R. Address: Arlington, VA 22203 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/01/2018 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/ parents

Exams

• S66 Uniform Combined State Law Examination
  2025-08-19

Other Names

• Gladys Arango
• Gladys Viviana Arango Chavez
• Gladys Arango Chavez