Andrew J Meyer
Investment adviser representative at Rockefeller Capital Management
15 yearsExperience
2 statesRegistered in
$36.8BFirm assets
8 yearsFirm in business
Are you Andrew J Meyer? 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Rockefeller Capital ManagementFeb 2025 to now
- Rockefeller Financial LLCFeb 2025 to now
- Bank of America, N.A.Apr 2013 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2011 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2840988
- Firm CRD
- 294197