Adviser and broker representative · Rockefeller Financial LLC
Elias V. Stambolis
CRD 5350718 · Chicago, IL
At a glance
Elias V. Stambolis is an investment adviser representative with Rockefeller Financial LLC in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Elias’s SEC record dates to 2017, about 9 years ago. Elias is also registered as a broker representative.
Current advisory firms
- Rockefeller Financial LLCSince May 2024Chicago, IL · $100B in regulatory assets
- Rockefeller Capital ManagementSince August 2024Chicago, IL · $37B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Elias’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 and FINRA BrokerCheck.
More at Rockefeller Financial LLC
- Clayton D. BalkoChicago
- Richard H. BergmanChicago · Certified Financial Planner
- John C. BowersChicago
- Casey BoyanChicago
- Colby V. BrothersChicago
- Julie ByrnesChicago
- Mia L. CardwellChicago · Certified Financial Planner
- Coley P. CassidyChicago · Chartered Financial Analyst
Every advisor at Rockefeller Financial LLC →Rockefeller Financial LLC: assets, clients and custodians →Rockefeller news, moves and payouts →Financial advisors in Chicago, IL →Every Rockefeller Financial LLC advisor in Chicago →Advisor Moves: who changed firms this week →