Danielle Posillico
Investment adviser representative at Rockefeller Capital Management
12 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
12 years in the industry.
- Rockefeller Financial LLCAug 2019 to now
- Morgan StanleyDec 2018 to Aug 2019
- AXA Advisors, LLCJul 2018 to Oct 2018
- UnemployedJun 2018 to Jul 2018
- AXA AdvisorsOct 2017 to Oct 2017
- SkanskaJun 2017 to Aug 2017
- James Madison UniversityAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6966698
- Firm CRD
- 291361