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Michael Patrick Hall

Investment adviser representative at Rockefeller Capital Management
10 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

10 years in the industry.

  1. Rockefeller Capital ManagementJan 2019 to now
  2. Rockefeller Financial LLCJan 2019 to now
  3. Bank of America, N.A. / Merrill LynchAug 2016 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 2 states (GA, 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
2804376
Firm CRD
294197
Advisor's SEC record (opens in a new tab)
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