Erica Lynn Zippel

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

• 06/2022 → Present
  Rockefeller Capital Management
  Ny, NY
• 06/2024 → Present
  Rockefeller Financial Llc
  Ny, NY
• 08/2022 → 07/2023
  Equinox Fitness Club
  Boston, MA
• 09/2019 → 05/2023
  Boston University
  Boston, MA
• 08/2015 → 06/2019
  Blythewood High School
  Blythewood, SC

Exams

• S66 Uniform Combined State Law Examination
  2025-03-15