Schuyler Hallett Perry

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

• 05/2005 → 01/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2017 → 04/2017
  First Republic Securities Company, Llc
  New York, NY
• 01/2017 → 04/2017
  First Republic Investment Management, Inc.
  New York, NY
• 04/2017 → 04/2023
  First Republic Securities Company, Llc
  New York, NY
• 04/2017 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 04/2023 → Present
  Rockefeller Financial Llc
  New York, NY
• 02/2024 → Present
  Rockefeller Capital Management
  New York, NY

Previous Registrations

• 2017-01-20 → 2023-05-16
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  San Francisco, CA
• 2005-07-11 → 2017-01-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
• 2001-12-20 → 2005-05-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Other Businesses

Name: Bedford Historical Society Address: 612 Old Post Road P.O. Box 491 Bedford, NY 10506 Investment-related: No Nature of the business: It is the mission of the Bedford Historical Society to preserve and promote the buildings landmarks and artifacts that document the history of Bedford New York; to increase awareness understanding and appreciation of the Town's founding and growth; and to strengthen the current and future historic character of the Town. Role: Board of Directors Start Date: 05/25/2021 Description of duties: Work in partnership with the Town and local organizations to further the welfare and preservation of the historic character of the community. Number of hours each month: 2 Number of hours during trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2002-01-29
• S63 Uniform Securities Agent State Law Examination
  1999-10-19

Designations

• Certified Financial Planner