Michael Bradley West
Investment adviser representative at Rockefeller Capital Management
10 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
10 years in the industry.
- Rockefeller Financial LLCJul 2026 to now
- Rockefeller Financial LLCApr 2026 to Jun 2026
- Bank of America, N.A.Oct 2025 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Apr 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Feb 2019
- Fidelity Brokerage Services LLCJun 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6491274
- Firm CRD
- 291361