Ashlee Marie Fox
Investment adviser representative at Rockefeller Capital Management
11 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
11 years in the industry.
- Rockefeller Financial LLCMay 2024 to now
- Morgan Stanley Smith Barney LLCDec 2022 to May 2024
- Kestra Advisory Services, LLCJun 2022 to Nov 2022
- Kestra Investment Services, LLCJun 2022 to Nov 2022
- Fidelity InvestmentsJan 2021 to Jun 2022
- UnemployedOct 2020 to Jan 2021
- Raymond James & Associates, IncJan 2020 to Oct 2020
- Morgan StanleyOct 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 6562924
- Firm CRD
- 291361