Angela Kolb Cagwin
Investment adviser representative at Rockefeller Capital Management
10 yearsExperience
4 statesRegistered in
$99.6BFirm 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 fee
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 Financial LLCOct 2024 to now
- Rockefeller Financial LLCAug 2023 to Sep 2024
- Rockefeller Financial LLCApr 2022 to Jul 2023
- Advanced Benefit SolutionsApr 2021 to Apr 2022
- UnemployedNov 2020 to Apr 2021
- Cambridge Investment Research Advisors, Inc.Nov 2019 to Nov 2020
- Cambridge Investment Research, Inc.Nov 2019 to Nov 2020
- UnemployedSep 2019 to Oct 2019
- Wells Fargo Advisors Financial Network, LLCFeb 2018 to Aug 2019
- M Holdings Securities/wealthpointSep 2017 to Jan 2018
- Wells Fargo Advisors Financial Network, LLCMar 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, IL, 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
- 5441808
- Firm CRD
- 291361