Financial ADVSR advisor directory · SEC adviser records
Rockefeller Financial LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Rockefeller Financial LLC office in San Francisco, A to Z.
The short answer
17 registered advisors work at Rockefeller Financial LLC in San Francisco, out of 942 at the firm nationwide; it ranks number 31 in the city by advisors. 4 list the CFP designation and 17 are also registered broker representatives.
Rockefeller Financial LLC advisors in San Francisco, A to Z
Every Rockefeller Financial LLC advisor →- Sora AraimAlso a broker rep
- Keri T. ChanAlso a broker rep
- Leah M. D'AgostinoCertified Financial Planner · Also a broker rep
- Rajiv DadlaniAlso a broker rep
- James G. Demartini IVAlso a broker rep
- Jamie A. DurraniAlso a broker rep
- Timothy J. FiaccoCertified Financial Planner · Also a broker rep
- Xinyi HuangAlso a broker rep
- Abbas KhoshnevissanAlso 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
- Eshani S. PatelAlso a broker rep
- Luca StashAlso a broker rep
- Ann R. WangAlso a broker rep
Rockefeller Financial LLC advisors in every city and state →Rockefeller Financial LLC: assets, clients and custodians →Rockefeller news and advisor moves →Advisor Moves: who changed firms this week →
Rockefeller Financial LLC advisors in other cities
New York, NY 159Atlanta, GA 131Los Angeles, CA 96Chicago, IL 92Dallas, TX 78Florham Park, NJ 72Saratoga Springs, NY 22Charlotte, NC 17Houston, TX 14Hamilton, NJ 13Cincinnati, OH 12Stamford, CT 12Chesterfield, MO 9Grand Rapids, MI 9Naples, FL 9
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54
Questions
How many financial advisors does Rockefeller Financial LLC have in San Francisco?
17 investment adviser representatives are registered at Rockefeller Financial LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 942 nationwide. 4 list the CFP designation and 17 are also registered as broker representatives.
Is Rockefeller Financial LLC one of the largest advisor employers in San Francisco?
Rockefeller Financial LLC ranks number 31 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a Rockefeller Financial LLC 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 Financial LLC 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.