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Peter Schuyler Quackenbush

Investment adviser representative at Rockefeller Capital Management
18 yearsExperience
2 statesRegistered in
$36.8BFirm assets
8 yearsFirm in business

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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

18 years in the industry.

  1. Rockefeller Capital ManagementFeb 2024 to now
  2. Rockefeller Financial LLCJan 2019 to now
  3. Bank of America, N.A.May 2011 to Jan 2019
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2008 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 2 states (GA, 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
4823342
Firm CRD
294197
Advisor's SEC record (opens in a new tab)
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