Investment adviser representative · Rockefeller Financial LLC
Casey C. Clark
CRD 5859208 · New York, NY
At a glance
Casey C. Clark is an investment adviser representative with Rockefeller Financial LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Casey’s SEC record dates to 2010, about 15 years ago.
Current advisory firms
- Rockefeller Financial LLCSince February 2021New York, NY · $100B in regulatory assets
- Rockefeller Capital ManagementSince October 2023Ny, NY · $37B in regulatory assets
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Casey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.