Kenneth Alfred Willetts
Investment adviser representative at Rockefeller Capital Management
32 yearsExperience
1 stateRegistered in
$99.6BFirm assets
8 yearsFirm in business
Are you Kenneth Alfred Willetts? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Rockefeller Financial LLCJul 2020 to now
- Rockefeller & CompanyJul 2020 to now
- UnemployedJan 2019 to Jul 2020
- The Ayco Company, L.p./mercer AlliedDec 1994 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (GA).
Rockefeller Capital Management
Legal name: Rockefeller Financial LLC
$99.6BAssets managed
50,292Clients
692Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1676933
- Firm CRD
- 291361