Matthew David Belfanti
Investment adviser representative at Rockefeller Capital Management
10 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
10 years in the industry.
- Rockefeller Capital ManagementApr 2025 to now
- Rockefeller Financial LLCApr 2025 to now
- Infinex Investments, Inc.Sep 2022 to Apr 2025
- First Bank Wealth ManagementAug 2022 to Apr 2025
- Choreo, LLCFeb 2022 to Aug 2022
- Rsm US Wealth Management LLCMay 2019 to Feb 2022
- Adviceperiod, LLCSep 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4872242
- Firm CRD
- 294197