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Keelye Mae St. john

Investment adviser representative at Rockefeller Capital Management
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. Rock & Co LLCMar 2020 to now
  2. Rockefeller Financial LLCMar 2020 to now
  3. The Ayco Company, L.p./mercer AlliedJan 2014 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
6432789
Firm CRD
291361
Advisor's SEC record (opens in a new tab)
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