Kristen Donato
Investment adviser representative at Rockefeller Capital Management
10 yearsExperience
2 statesRegistered in
$36.8BFirm assets
8 yearsFirm in business
Are you Kristen Donato? 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
10 years in the industry.
- Rockefeller Capital ManagementJan 2025 to now
- Rockefeller Financial LLCJan 2025 to now
- Morgan Stanley Smith Barney LLCMar 2020 to Jan 2025
- Ironview Capital Management LLCApr 2016 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 2851108
- Firm CRD
- 294197