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Financial ADVSR advisor directory · SEC adviser records

Rockefeller Financial LLC financial advisors in Fort Lauderdale, FL

Every SEC-registered investment adviser representative at a Rockefeller Financial LLC office in Fort Lauderdale, A to Z.

The short answer

6 registered advisors work at Rockefeller Financial LLC in Fort Lauderdale, out of 952 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Rockefeller Financial LLC advisors in Fort Lauderdale, A to Z

Every Rockefeller Financial LLC advisor →

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 136Los Angeles, CA 98Chicago, IL 90Dallas, TX 87Florham Park, NJ 76Saratoga Springs, NY 24San Francisco, CA 20Charlotte, NC 15Hamilton, NJ 13Houston, TX 13Cincinnati, OH 12Stamford, CT 12Grand Rapids, MI 10Boca Raton, FL 9

Other firms in Fort Lauderdale

All Fort Lauderdale advisors →

Morgan Stanley 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 91Sound Income Strategies, LLC 48Wells Fargo Clearing Services, LLC 46Raymond James & Associates, Inc. 27Osaic Wealth, Inc. 24Oppenheimer & Co. Inc. 18Truist Advisory Services, Inc. 16Global Wealth Management Investment Advisory, Inc. 15RBC Capital Markets, LLC 15Exodus Wealth, LLC 14Provenance Wealth Advisors 14

Questions

How many financial advisors does Rockefeller Financial LLC have in Fort Lauderdale?

6 investment adviser representatives are registered at Rockefeller Financial LLC offices in Fort Lauderdale, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Rockefeller Financial LLC one of the largest advisor employers in Fort Lauderdale?

Rockefeller Financial LLC ranks number 26 in Fort Lauderdale by registered advisors; Morgan Stanley has the most, with 125.

How do I check a Rockefeller Financial LLC advisor in Fort Lauderdale?

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.