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Rockefeller Capital Management financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Rockefeller Capital Management office in Pennsylvania, by city and A to Z.
The short answer
17 registered advisors work at Rockefeller Capital Management in Pennsylvania, out of 317 nationwide; it's the firm's number 7 state by advisors, and the most are in Newtown (9). 5 list the CFP designation and 17 are also registered broker representatives.
Rockefeller Capital Management advisors by city in Pennsylvania
Every firm in Pennsylvania →Rockefeller Capital Management advisors in Pennsylvania, A to Z
Search by name →- Sean B. ArnoldNewtown · Certified Financial Planner
- Jonathan R. BattilloNewtown · Certified Financial Planner
- Sean A. BerginConshohocken
- Kyle D. ComerfordNewtown · Certified Financial Planner
- Justin DelisiConshohocken
- Kristen DonatoConshohocken
- Anthony FerrandinoNewtown
- Wade H. HartzConshohocken
- Jeffrey H. HarveyConshohocken
- Percy L. Mason IIINewtown
- Sean MorelandNewtown · Certified Financial Planner
- Tuan H. NguyenConshohocken
- Matthew T. PanareseConshohocken
- Sean C. SeeseConshohocken
- Patrick T. SweetNewtown · Certified Financial Planner
- Patrick UnrathNewtown
- Rachel ZhangNewtown
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Rockefeller Capital Management in other states
New York 62California 49Florida 34Georgia 33Texas 20New Jersey 17Connecticut 14Illinois 14North Carolina 9Arizona 6Virginia 6Colorado 4Massachusetts 4Maryland 4Arkansas 3Michigan 3South Carolina 3Tennessee 3Utah 3
Questions
How many Rockefeller Capital Management financial advisors are in Pennsylvania?
17 investment adviser representatives are registered at Rockefeller Capital Management offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 317 at the firm nationwide. 5 list the CFP designation and 17 are also registered as broker representatives.
Where in Pennsylvania does Rockefeller Capital Management have the most advisors?
Newtown, with 9, then Conshohocken (8). Rockefeller Capital Management has advisors in 2 cities in Pennsylvania.
How do I check a Rockefeller Capital Management advisor in Pennsylvania?
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.