Financial ADVSR advisor directory · SEC adviser records
Rockefeller Capital Management financial advisors in Bethesda, MD
Every SEC-registered investment adviser representative at a Rockefeller Capital Management office in Bethesda, A to Z.
The short answer
4 registered advisors work at Rockefeller Capital Management in Bethesda, out of 317 at the firm nationwide; it ranks number 46 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Rockefeller Capital Management advisors in Bethesda, A to Z
Every Rockefeller Capital Management advisor →- Adam W. DealAlso a broker rep
- Andrew M. KarrAlso a broker rep
- Brett MonseinCertified Financial Planner · Also a broker rep
- Elizabeth D. SnyderCertified Financial Planner · Also 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
Atlanta, GA 30Ny, NY 30Dallas, TX 14New York, NY 13Saratoga Springs, NY 12Stamford, CT 12Los Angeles, CA 11Newport Beach, CA 10Newtown, PA 9San Francisco, CA 9Chicago, IL 8Conshohocken, PA 8Florham Park, NJ 7Fort Lauderdale, FL 7Palm Beach Gardens, FL 7
Other firms in Bethesda
All Bethesda advisors →Wells Fargo Advisors Financial Network, LLC 90Morgan Stanley 74Wells Fargo Clearing Services, LLC 51Chevy Chase Trust Company 41UBS Financial Services Inc. 35Ameriprise Financial Services, LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 25Wealthspire Retirement Advisory 25Eagle Strategies LLC 19Strategic Advisers LLC 18Asb Capital Management LLC 17
Questions
How many financial advisors does Rockefeller Capital Management have in Bethesda?
4 investment adviser representatives are registered at Rockefeller Capital Management offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 317 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Rockefeller Capital Management one of the largest advisor employers in Bethesda?
Rockefeller Capital Management ranks number 46 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 90.
How do I check a Rockefeller Capital Management advisor in Bethesda?
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.