Nicole Catherine Korensky
Investment adviser representative at Rockefeller Capital Management
12 yearsExperience
1 stateRegistered in
$99.6BFirm assets
8 yearsFirm in business
Are you Nicole Catherine Korensky? 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 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 LLCMar 2025 to now
- Wells Fargo Clearing Services, LLCApr 2020 to Mar 2025
- Leander IsdMay 2017 to Feb 2020
- NAJan 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 2901930
- Firm CRD
- 291361