Anna Kelly
Investment adviser representative at Rockefeller Capital Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$36.8BFirm assets
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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
15 years in the industry.
- Rockefeller Capital ManagementAug 2025 to now
- Rockefeller Financial LLCJun 2019 to now
- Bank of America, N.A.Jul 2011 to Jun 2019
- Merrill Lynch/bank of AmericaJun 2011 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (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
- 5951732
- Firm CRD
- 294197