Financial ADVSR advisor directory · SEC adviser records
Rockefeller Capital Management financial advisors in Colorado
Every SEC-registered investment adviser representative at a Rockefeller Capital Management office in Colorado, by city and A to Z.
The short answer
4 registered advisors work at Rockefeller Capital Management in Colorado, out of 317 nationwide; it's the firm's number 13 state by advisors, and the most are in Aspen (1). 1 list the CFP designation and 4 are also registered broker representatives.
Rockefeller Capital Management advisors by city in Colorado
Every firm in Colorado →Rockefeller Capital Management advisors in Colorado, A to Z
Search by name →- Joel T. AmadorElizabeth
- Coley P. CassidyAspen · Chartered Financial Analyst
- Christopher R. FarrDenver
- Matthew M. RichedaSteamboat Springs · Certified Financial Planner
Rockefeller Capital Management advisors in every state →Rockefeller Capital Management: assets, clients and custodians →Rockefeller news and advisor moves →Advisor Moves: who changed firms this week →
Rockefeller Capital Management in other states
New York 62California 49Florida 34Georgia 33Texas 20New Jersey 17Pennsylvania 17Connecticut 14Illinois 14North Carolina 9Arizona 6Virginia 6Massachusetts 4Maryland 4Arkansas 3Michigan 3South Carolina 3Tennessee 3Utah 3
Questions
How many Rockefeller Capital Management financial advisors are in Colorado?
4 investment adviser representatives are registered at Rockefeller Capital Management offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 317 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Where in Colorado does Rockefeller Capital Management have the most advisors?
Aspen, with 1, then Denver (1). Rockefeller Capital Management has advisors in 4 cities in Colorado.
How do I check a Rockefeller Capital Management advisor in Colorado?
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.