Kaitlyn Fanaroff
Investment adviser representative at Rockefeller Capital Management
7 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
7 years in the industry.
- Rockefeller Financial LLCDec 2023 to now
- J.P. Morgan Securities LLCJul 2023 to Dec 2023
- First Republic Investment Management, Inc.May 2019 to Jul 2023
- First Republic Securities Company, LLCMay 2019 to Jul 2023
- Bank of America, N.A.Feb 2018 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to May 2019
- Bernard R. Wolfe and AssociatesJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 6554381
- Firm CRD
- 291361