Matthew Blake Herzwurm
Investment adviser representative at Rockefeller Capital Management
13 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
13 years in the industry.
- Rockefeller Financial LLCJan 2022 to now
- Morgan Stanley Private Bank, N.A.Jul 2018 to Jan 2022
- Morgan Stanley Smith Barney LLCFeb 2018 to Jan 2022
- Sandler O'neill + PartnersJun 2017 to Jul 2017
- University of GeorgiaAug 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6811703
- Firm CRD
- 291361