Zachary Michael Ammirato

Employer firm

Rockefeller Capital Management CRD 294197

$36.8B regulatory AUM 423 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 01/2009 → 06/2024
  Ubs Financial Services Inc
  Palo Alto, CA
• 06/2024 → Present
  Rockefeller Financial Llc
  San Francisco, CA
• 08/2025 → Present
  Rockefeller Capital Management
  San Francisco, CA

Previous Registrations

• 2009-02-03 → 2024-07-02
  Ubs Financial Services Inc.
  Palo Alto, CA
  San Francisco, CA
• 2002-08-05 → 2009-02-17
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA
• 2001-09-06 → 2002-08-19
  Robertson Stephens, Inc.
  San Francisco, CA

Other Businesses

1. HoneyBee Ventures, 11 Bluebill Avenue, Naples, FL 34108; Private Equity/Venture; LP; 9/11/2015; 0 hrs. per month and 0 hours during trading hours.; personal private equity/venture investments 2. HoneyBee Real Estate, LLC / 333 W. El Camino Real STE 390 Sunnyvale, CA 94087 / Other/ Real Estate / real estate investments / Other / LP / LP / Start Date 11/19/15 LLC /

Exams

• S66 Uniform Combined State Law Examination
  2001-07-27
• S63 Uniform Securities Agent State Law Examination
  2000-05-22

Other Names

• Zak Ammirato