Robert J Labriola
Investment adviser representative at Rockefeller Capital Management
12 yearsExperience
3 statesRegistered in
$99.6BFirm assets
8 yearsFirm in business
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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
12 years in the industry.
- Rockefeller Financial LLCJul 2026 to now
- Morgan Stanley Private Bank, N.A.Jun 2025 to Jul 2026
- Morgan Stanley Smith Barney LLCMay 2025 to Jul 2026
- Bank of America, N.A.Sep 2014 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2014 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
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
- 2291704
- Firm CRD
- 291361