Summer Alexandra Macallister
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 LLCFeb 2025 to now
- Rock & Co LLCJun 2020 to Jan 2025
- Rockefeller Financial LLCJun 2020 to Jan 2025
- Bank of America, N.A.Nov 2018 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Jun 2020
- Protek Cargo IncAug 2017 to Oct 2018
- UnemployedFeb 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7037754
- Firm CRD
- 291361