Greg Rhodes
Investment adviser representative at Rockefeller Capital Management
24 yearsExperience
1 stateRegistered in
$36.8BFirm assets
8 yearsFirm in business
Are you Greg Rhodes? 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
24 years in the industry.
- Rockefeller Capital ManagementMar 2025 to now
- Rockefeller Financial LLCMar 2025 to now
- Bank of America,NADec 2009 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2002 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (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
- 4542736
- Firm CRD
- 294197