Zachary Todd Gebben
Investment adviser representative at Rockefeller Capital Management
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$99.6BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Rockefeller Financial LLCJan 2024 to now
- Bank of America, N.A.Aug 2019 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Jan 2024
- Charter Capital PartnersSep 2018 to Dec 2018
- JP MorganMay 2018 to Aug 2018
- West Coast Chamber of CommerceNov 2017 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Aug 2017
- Parker DeweyFeb 2017 to Feb 2017
- Professional Outlook Inc.Oct 2016 to Dec 2016
- Pfs Investments Inc.Aug 2016 to Apr 2017
- Primerica Financial ServicesMar 2016 to Apr 2017
- Hope CollegeJan 2016 to May 2019
- Intergrity LandscapeingApr 2012 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6694377
- Firm CRD
- 291361