Financial ADVSR advisor directory · SEC adviser records
Rockefeller Financial LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Rockefeller Financial LLC office in Ohio, by city and A to Z.
19 registered advisors work at Rockefeller Financial LLC in Ohio, out of 942 nationwide; it's the firm's number 9 state by advisors, and the most are in Cincinnati (12). 3 list the CFP designation and 19 are also registered broker representatives.
Rockefeller Financial LLC advisors by city in Ohio
Every firm in Ohio →Rockefeller Financial LLC advisors in Ohio, A to Z
Search by name →- John W. ChristmanPoland
- Dominic J. CorsoPoland
- Maureen J. DoddCincinnati
- Michael J. FielerCincinnati
- Matthew HambletonCincinnati
- Ross J. Hambleton Jr.Cincinnati · Certified Financial Planner
- Ross A. HambletonCincinnati
- Liam I. JonesPoland
- Margaret A. KaiserSpringboro
- Natalie M. LaricciaPoland · Certified Financial Planner
- Kevin A. MeekPoland
- Charles P. MetzgerCincinnati
- Stefanos W. NewmanPoland · Certified Financial Planner
- Christopher J. PottsCincinnati
- Brianna W. RitzCincinnati
- Andrew T. SullivanCincinnati
- Brian M. SullivanCincinnati
- Maggie TepeCincinnati
- Brett D. ThelanderCincinnati
Rockefeller Financial LLC advisors in every state →Rockefeller Financial LLC: assets, clients and custodians →Rockefeller news and advisor moves →Advisor Moves: who changed firms this week →
Rockefeller Financial LLC in other states
New York 188California 138Georgia 134Texas 115Illinois 100New Jersey 89Florida 46North Carolina 21Connecticut 17Michigan 15Pennsylvania 10Missouri 9Arizona 8Tennessee 6Arkansas 5Maryland 5Utah 5Massachusetts 3South Carolina 3
Questions
How many Rockefeller Financial LLC financial advisors are in Ohio?
19 investment adviser representatives are registered at Rockefeller Financial LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 942 at the firm nationwide. 3 list the CFP designation and 19 are also registered as broker representatives.
Where in Ohio does Rockefeller Financial LLC have the most advisors?
Cincinnati, with 12, then Poland (6). Rockefeller Financial LLC has advisors in 3 cities in Ohio.
How do I check a Rockefeller Financial LLC advisor in Ohio?
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.