Michelle Anne Mccabe

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

• 09/2015 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 10/2020 → 07/2026
  Rockefeller Financial Llc
  Chicago, IL
• 08/2026 → Present
  Rockefeller Financial Llc
  Grayslake, IL

Previous Registrations

• 2017-05-23 → 2020-10-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL

Other Businesses

I*94728 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MICHELLE & GERALD MCCABE'S RENTAL PROPERTY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 1946 N. STILLWATER DR, ARLINGTON HEIGHTS, ILLINOIS 60030 NATURE OF BUSINESS: OTHER,REAL ESTATE INVESTMENT PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/31/2000 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS PROPERTY WAS OUR FIRST TOWNHOUSE THAT WE PURCHASED BACK IN MAY 2000 AND WE DECIDED TO RENT IT OUT ON AN ANNUAL BASIS. MY RESPONSIBILITY IS TO MAKE SURE THE TAXES ARE PAID 2X A YEAR, RENT AUTO COLLECTED, AND THE HOUSE IS RE-RENTED ANNUALLY.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-22
• S63 Uniform Securities Agent State Law Examination
  2009-02-20

Other Names

• Michelle Anne Dale
• Michelle Anne Reikalas
• Michelle Anne Dale