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Christopher Robert Farr

Investment adviser representative at Rockefeller Capital Management
15 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

15 years in the industry.

  1. Rockefeller Capital ManagementAug 2025 to now
  2. Rockefeller Financial LLCJul 2022 to now
  3. Rockefeller Finaincial LLCFeb 2021 to Jul 2022
  4. Bank of America, N.A.Jan 2012 to Feb 2021
  5. Merrill Lynch, Pierce, Fenner and Smith IncorporatedSep 2011 to Feb 2021

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
5991848
Firm CRD
294197
Advisor's SEC record (opens in a new tab)
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