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Financial ADVSR advisor directory · SEC adviser records

Rockefeller Financial LLC financial advisors in Conshohocken, PA

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

The short answer

3 registered advisors work at Rockefeller Financial LLC in Conshohocken, out of 1,062 at the firm nationwide; it ranks number 35 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Rockefeller Financial LLC advisors in Conshohocken, 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 176Atlanta, GA 144Los Angeles, CA 106Chicago, IL 99Dallas, TX 94Florham Park, NJ 81Saratoga Springs, NY 24Charlotte, NC 20San Francisco, CA 19Hamilton, NJ 15Houston, TX 15Cincinnati, OH 13Grand Rapids, MI 12Stamford, CT 12San Antonio, TX 11

Other firms in Conshohocken

All Conshohocken advisors →

Hornor, Townsend & Kent, LLC 75Citizens Securities, Inc. 54Pitcairn 34Equitable Advisors, LLC 31RBC Capital Markets, LLC 29UBS Financial Services Inc. 27Stifel, Nicolaus & Company, Incorporated 26Santander Securities LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Mma Asset Management LLC 14Ameriprise Financial Services, LLC 13Wells Fargo Clearing Services, LLC 13

Questions

How many financial advisors does Rockefeller Financial LLC have in Conshohocken?

3 investment adviser representatives are registered at Rockefeller Financial LLC offices in Conshohocken, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 1,062 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

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

Rockefeller Financial LLC ranks number 35 in Conshohocken by registered advisors; Hornor, Townsend & Kent, LLC has the most, with 75.

How do I check a Rockefeller Financial LLC advisor in Conshohocken?

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.