Financial ADVSR advisor directory · SEC adviser records
Rockefeller Financial LLC financial advisors in Cincinnati, OH
Every SEC-registered investment adviser representative at a Rockefeller Financial LLC office in Cincinnati, A to Z.
12 registered advisors work at Rockefeller Financial LLC in Cincinnati, out of 998 at the firm nationwide; it ranks number 48 in the city by advisors. 1 list the CFP designation and 12 are also registered broker representatives.
Rockefeller Financial LLC advisors in Cincinnati, A to Z
Every Rockefeller Financial LLC advisor →- Maureen J. DoddAlso a broker rep
- Michael J. FielerAlso a broker rep
- Matthew HambletonAlso a broker rep
- Ross J. Hambleton Jr.Certified Financial Planner · Also a broker rep
- Ross A. HambletonAlso a broker rep
- Charles P. MetzgerAlso a broker rep
- Christopher J. PottsAlso a broker rep
- Brianna W. RitzAlso a broker rep
- Andrew T. SullivanAlso a broker rep
- Brian M. SullivanAlso a broker rep
- Maggie TepeAlso a broker rep
- Brett D. ThelanderAlso 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 15Houston, TX 12Stamford, CT 12Grand Rapids, MI 10Boca Raton, FL 9San Antonio, TX 9
Other firms in Cincinnati
All Cincinnati advisors →Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44
Questions
How many financial advisors does Rockefeller Financial LLC have in Cincinnati?
12 investment adviser representatives are registered at Rockefeller Financial LLC offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 998 nationwide. 1 list the CFP designation and 12 are also registered as broker representatives.
Is Rockefeller Financial LLC one of the largest advisor employers in Cincinnati?
Rockefeller Financial LLC ranks number 48 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.
How do I check a Rockefeller Financial LLC advisor in Cincinnati?
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.