Przemyslaw Eugeniusz Filipek
Investment adviser representative at Rockefeller Capital Management
13 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
13 years in the industry.
- Rockefeller Financial LLCAug 2023 to now
- UBS Financial Services Inc.Apr 2021 to now
- UnemployedOct 2020 to Mar 2021
- UBS Financial Services Inc.Jul 2020 to Sep 2020
- Mountainside Racquet ClubMay 2019 to Jul 2020
- Fairfield County Hunt ClubMay 2018 to Aug 2018
- Wagner CollegeAug 2017 to May 2019
- Tomorrow's Financial ServicesSep 2016 to Dec 2016
- Monmouth UniversityJan 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6713014
- Firm CRD
- 291361