Yanni Ali Saderi
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 LLCDec 2025 to now
- Extended TravelJun 2025 to Nov 2025
- Bank of America, N.A.Nov 2023 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to May 2025
- Oppenheimer & Co. Inc.Aug 2022 to Oct 2023
- San Francisco State UniversityJan 2020 to May 2022
- Morgan StanleyAug 2019 to May 2022
- Merrill LynchMay 2019 to Jun 2019
- University of ArizonaAug 2017 to Dec 2019
- Folsom High SchoolAug 2014 to May 2017
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
- 7119411
- Firm CRD
- 291361