Financial ADVSR advisor directory · SEC adviser records
Rockefeller Financial LLC financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a Rockefeller Financial LLC office in Winter Park, A to Z.
8 registered advisors work at Rockefeller Financial LLC in Winter Park, out of 998 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
Rockefeller Financial LLC advisors in Winter Park, A to Z
Every Rockefeller Financial LLC advisor →- Jennifer E. AndersonAlso a broker rep
- Allison L. BooherAlso a broker rep
- Thomas G. Eastwood Jr.Certified Financial Planner · Also a broker rep
- Kelli HansenAlso a broker rep
- Alexa J. OliverAlso a broker rep
- Ekaterina O. SlepkovaAlso a broker rep
- Todd M. WaltersAlso a broker rep
- Duncan M. WheelerCertified Financial Planner · Also 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 164Atlanta, GA 143Los Angeles, CA 106Chicago, IL 95Dallas, TX 88Florham Park, NJ 80Saratoga Springs, NY 25San Francisco, CA 22Charlotte, NC 16Hamilton, NJ 15Cincinnati, OH 12Houston, TX 12Stamford, CT 12Grand Rapids, MI 10Boca Raton, FL 9
Other firms in Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Advus Financial Partners, LLC 7
Questions
How many financial advisors does Rockefeller Financial LLC have in Winter Park?
8 investment adviser representatives are registered at Rockefeller Financial LLC offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 998 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Is Rockefeller Financial LLC one of the largest advisor employers in Winter Park?
Rockefeller Financial LLC ranks number 12 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Rockefeller Financial LLC advisor in Winter Park?
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.