Madison Rose Lynch
Investment adviser representative at Rockefeller Capital Management
12 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
12 years in the industry.
- Rockefeller Financial LLCJan 2024 to now
- Rockefeller Trust Company N.A.Jan 2024 to now
- The Vanguard Group, Inc.Jun 2022 to Dec 2023
- Lazy Bass Bayside Bar & GrilleJun 2022 to Oct 2023
- University of Delaware Office of Academic EnrichmentMay 2020 to May 2022
- Ufinancial GroupJan 2019 to Feb 2022
- University of DelawareAug 2018 to May 2022
- Academy of Notre Dame De NamurSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7054607
- Firm CRD
- 291361