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Colin Quinn

Investment adviser representative at Rockefeller Capital Management
11 yearsExperience
3 statesRegistered 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

11 years in the industry.

  1. Rockefeller Capital ManagementSep 2025 to now
  2. Rockefeller Financial LLCSep 2021 to now
  3. BlackrockJan 2015 to Sep 2021
  4. Blackrock Investments, LLCJan 2015 to Sep 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015

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
6436459
Firm CRD
294197
Advisor's SEC record (opens in a new tab)
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