Financial ADVSR advisor directory · SEC adviser records
Rockefeller Capital Management financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Rockefeller Capital Management office in San Francisco, A to Z.
The short answer
9 registered advisors work at Rockefeller Capital Management in San Francisco, out of 317 at the firm nationwide; it ranks number 57 in the city by advisors. 4 list the CFP designation and 9 are also registered broker representatives.
Rockefeller Capital Management advisors in San Francisco, A to Z
Every Rockefeller Capital Management advisor →- Leah M. D'AgostinoCertified Financial Planner · Also a broker rep
- James G. Demartini IVAlso a broker rep
- Andrew J. MeyerAlso a broker rep
- Lorna F. MeyerAlso a broker rep
- William M. MeyerAlso a broker rep
- Kristin K. NicholsonCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Elizabeth A. PalomequeCertified Financial Planner · Also a broker rep
- Margaret A. PierattiniCertified Financial Planner · Also a broker rep
- Jordan J. PowellChartered Financial Analyst · Also a broker rep
Rockefeller Capital Management advisors in every city and state →Rockefeller Capital Management: assets, clients and custodians →Rockefeller news and advisor moves →Advisor Moves: who changed firms this week →
Rockefeller Capital Management advisors in other cities
Atlanta, GA 30Ny, NY 30Dallas, TX 14New York, NY 13Saratoga Springs, NY 12Stamford, CT 12Los Angeles, CA 11Newport Beach, CA 10Newtown, PA 9Chicago, IL 8Conshohocken, PA 8Florham Park, NJ 7Fort Lauderdale, FL 7Palm Beach Gardens, FL 7Paramus, NJ 7
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 427J.P. Morgan Securities LLC 286Merrill Lynch, Pierce, Fenner & Smith Incorporated 218UBS Financial Services Inc. 209Farther 144Wells Fargo Clearing Services, LLC 110Strategic Advisers LLC 75Citigroup Global Markets Inc. 73Charles Schwab & Co., Inc. 70Iconiq Capital, LLC 69Schwab Wealth Advisory, Inc. 67Parallel Advisors, LLC 55
Questions
How many financial advisors does Rockefeller Capital Management have in San Francisco?
9 investment adviser representatives are registered at Rockefeller Capital Management offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 317 nationwide. 4 list the CFP designation and 9 are also registered as broker representatives.
Is Rockefeller Capital Management one of the largest advisor employers in San Francisco?
Rockefeller Capital Management ranks number 57 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.
How do I check a Rockefeller Capital Management advisor in San Francisco?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Rockefeller Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.