Madeline Audrey Irvin
Investment adviser representative at Rockefeller Capital Management
10 yearsExperience
2 statesRegistered in
$36.8BFirm assets
8 yearsFirm in business
Are you Madeline Audrey Irvin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Rockefeller Capital ManagementJul 2025 to now
- Rockefeller Financial LLCJul 2025 to now
- UBS Financial Services, Inc.Aug 2020 to Jul 2025
- UBS Financial Services Inc.Jun 2019 to Aug 2019
- Lululemon AthleticaMay 2018 to Jul 2018
- Bucknell UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Rockefeller Capital Management
Legal name: Rockefeller & Co. LLC
$36.8BAssets managed
6,490Clients
346Advisers
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
- 7118653
- Firm CRD
- 294197