Adviser and broker representative · Rockefeller Financial LLC
Rachel Zhang
CRD 2307360 · Newtown, PA
At a glance
Rachel Zhang is an investment adviser representative with Rockefeller Financial LLC in Newtown, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rachel’s SEC record dates to 2015, about 11 years ago. Rachel is also registered as a broker representative.
Current advisory firms
- Rockefeller Financial LLCSince May 2025Newtown, PA · $100B in regulatory assets
- Rockefeller Capital ManagementSince May 2025Newtown, PA · $37B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Rachel’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
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- Evangelos TsembelisNewtown
- Deborah J. WainwrightNewtown
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- Cathy L. AchterArlington
- Trevor C. AdamsFlorham Park
- Azim AhmedNew York · Chartered Financial Analyst
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