Brandon Michael Rose
Investment adviser representative at Rockefeller Capital Management
6 yearsExperience
2 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
6 years in the industry.
- Rockefeller Financial LLCApr 2022 to now
- Bancwest Investment Services, IncMar 2022 to Apr 2022
- Bank of the WestMar 2022 to Apr 2022
- Morgan StanleyMar 2017 to Jan 2022
- Morgan Stanley Private Bank, National AssociationMar 2017 to Jan 2022
- J.P. Morgan ChaseOct 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6394908
- Firm CRD
- 291361