Financial ADVSR advisor directory · SEC adviser records
Rockefeller Capital Management financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Rockefeller Capital Management office in Atlanta, A to Z.
The short answer
30 registered advisors work at Rockefeller Capital Management in Atlanta, out of 317 at the firm nationwide; it ranks number 35 in the city by advisors. 5 list the CFP designation and 30 are also registered broker representatives.
Rockefeller Capital Management advisors in Atlanta, A to Z
Every Rockefeller Capital Management advisor →- Adam S. AbramsonCertified Financial Planner · Also a broker rep
- Michael P. AthanasAlso a broker rep
- Emery BourneAlso a broker rep
- Blake F. BruceAlso a broker rep
- William C. CurtisAlso a broker rep
- Kelly S. DennisAlso a broker rep
- Amber J. DornellAlso a broker rep
- Jason T. DouglasCertified Financial Planner · Also a broker rep
- John F. EmbletonAlso a broker rep
- Thomas L. EppersonAlso a broker rep
- April L. GayAlso a broker rep
- Evan B. GeorgiouAlso a broker rep
- Michael P. HallAlso a broker rep
- John D. HannaCertified Financial Planner · Also a broker rep
- Chad G. HermansonAlso a broker rep
- Eric B. HermansonCertified Financial Planner · Also a broker rep
- Sean E. HoustonAlso a broker rep
- Sally L. KreislerAlso a broker rep
- Michael T. LeporeAlso a broker rep
- Andrew A. LevinAlso a broker rep
- Brian M. LusinkAlso a broker rep
- Ryan M. McDonaldAlso a broker rep
- Michael J. MerlinCertified Financial Planner · Also a broker rep
- Thomas V. Patton IIIAlso a broker rep
- Travis M. PropstAlso a broker rep
- Peter S. Quackenbush Jr.Also a broker rep
- Kristen J. SarioAlso a broker rep
- Travis J. TidwellAlso a broker rep
- William H. UnrueAlso a broker rep
- John WagnerAlso a broker rep
Rockefeller Capital Management advisors in every city and state →Rockefeller Capital Management: assets, clients and custodians →Rockefeller news and advisor moves →Advisor Moves: who changed firms this week →
Rockefeller Capital Management advisors in other cities
Ny, NY 30Dallas, TX 14New York, NY 14Saratoga Springs, NY 12Stamford, CT 12Los Angeles, CA 11Newport Beach, CA 10Newtown, PA 9Chicago, IL 8Conshohocken, PA 8San Francisco, CA 8Florham Park, NJ 7Fort Lauderdale, FL 7Palm Beach Gardens, FL 7Paramus, NJ 7
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Rockefeller Capital Management have in Atlanta?
30 investment adviser representatives are registered at Rockefeller Capital Management offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 317 nationwide. 5 list the CFP designation and 30 are also registered as broker representatives.
Is Rockefeller Capital Management one of the largest advisor employers in Atlanta?
Rockefeller Capital Management ranks number 35 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Rockefeller Capital Management advisor in Atlanta?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.