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Isabelle Kuzmich

Rockefeller Financial LLC

Chicago, IL

Saratoga Springs, NY

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-06
  • NY RA
    APPROVED
    Since 2026-05-06

Branch Locations

222 West Adams Suite 2450, Chicago, IL 60606 • United States

321 Broadway, Saratoga Springs, NY 12866 • 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
Rockefeller Financial Llc Saratoga NY 05/2022 Present
Ultimus Leverpoint Private Fund Solutions Clifton Park NY 06/2021 06/2022
Trustco Bank Saratoga Springs NY 11/2020 06/2021
Unishippers Albany NY 12/2019 03/2020
Dicks Sporting Goods Latham NY 08/2018 12/2019
Siena College Latham NY 09/2017 05/2020
Greenwich Central School District Greenwich NY 09/2013 06/2017
Unemployed Greenwich NY 06/2020 10/2020
  • 05/2022 → Present
    Rockefeller Financial Llc
    Saratoga, NY
  • 06/2021 → 06/2022
    Ultimus Leverpoint Private Fund Solutions
    Clifton Park, NY
  • 11/2020 → 06/2021
    Trustco Bank
    Saratoga Springs, NY
  • 12/2019 → 03/2020
    Unishippers
    Albany, NY
  • 08/2018 → 12/2019
    Dicks Sporting Goods
    Latham, NY
  • 09/2017 → 05/2020
    Siena College
    Latham, NY
  • 09/2013 → 06/2017
    Greenwich Central School District
    Greenwich, NY
  • 06/2020 → 10/2020
    Unemployed
    Greenwich, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-04
  • S66 Uniform Combined State Law Examination
    2026-05-04

View on SEC IAPD

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BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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