Daniel N Marchon
Investment adviser representative at Rockefeller Capital Management
11 yearsExperience
2 statesRegistered in
CFADesignation
$36.8BFirm assets
Are you Daniel N Marchon? 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
11 years in the industry.
- Rockefeller Capital ManagementFeb 2024 to now
- Rockefeller & Co. LLCFeb 2020 to now
- Rockefeller Financial LLCFeb 2020 to now
- Morgan Stanley Private Bank, N.A.May 2018 to Feb 2020
- Morgan StanleyMar 2018 to Feb 2020
- UnemployedMay 2017 to Mar 2018
- Columbia Business SchoolAug 2015 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5808659
- Firm CRD
- 294197