Olivia Salas Roppolo
Investment adviser representative at Rockefeller Capital Management
11 yearsExperience
1 stateRegistered in
$99.6BFirm assets
8 yearsFirm in business
Are you Olivia Salas Roppolo? 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
11 years in the industry.
- Rockefeller Financial LLCApr 2021 to now
- Inscription Capital LLCJan 2020 to Apr 2021
- Purshe Kaplan Sterling Investments, IncApr 2018 to Apr 2021
- Inscription Capital LLCApr 2018 to Dec 2019
- UBS Financial Services IncJun 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
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
- 3132800
- Firm CRD
- 291361