Melinda Jane Perry
Investment adviser representative at Rockefeller Capital Management
13 yearsExperience
2 statesRegistered in
$36.8BFirm assets
8 yearsFirm in business
Are you Melinda Jane Perry? 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
13 years in the industry.
- Rockefeller Capital ManagementAug 2025 to now
- Rockefeller Financial LLCAug 2025 to now
- UBS Financial Services IncJan 2022 to Jul 2025
- Bok Financial Securities, Inc. / BOKF, NAJul 2019 to Jan 2022
- Cadent Capital Advisors, LLCJan 2014 to Jul 2019
- Purshe Kaplan Sterling InvestmentsJun 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 4626468
- Firm CRD
- 294197