Peter J. Venetos
Investment adviser representative at Rockefeller Capital Management
13 yearsExperience
3 statesRegistered in
CFADesignation
$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
13 years in the industry.
- Rockefeller Financial LLCJan 2026 to now
- Rockefeller Capital ManagementJan 2025 to now
- Rockefeller Financial LLCJan 2025 to Dec 2025
- Smuggler ProductionsAug 2023 to Aug 2023
- JPMorgan Chase Bank, N.A.Apr 2020 to Jan 2025
- JPMorgan Securities, LLC.Apr 2020 to Jan 2025
- Foreside Fund Services, LLCJul 2013 to Apr 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 6209444
- Firm CRD
- 294197