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Daniel Bennett Selcow

Investment adviser representative at Rockefeller Capital Management
11 yearsExperience
2 statesRegistered in
$36.8BFirm 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Rockefeller Capital ManagementFeb 2024 to now
  2. Rockefeller Financial LLCMay 2023 to now
  3. First Republic Securities Company, LLCOct 2017 to May 2023
  4. First Republic Investment Management, Inc.Feb 2015 to May 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015
  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Rockefeller Capital Management

Legal name: Rockefeller & Co. LLC

$36.8BAssets managed
6,490Clients
346Advisers
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
2538863
Firm CRD
294197
Advisor's SEC record (opens in a new tab)
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