Cameron Christopher Zubey
Investment adviser representative at Rockefeller Capital Management
14 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
14 years in the industry.
- Rockefeller Financial LLCOct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2021 to Oct 2024
- Tussey MountainDec 2020 to Apr 2021
- Old NavyJun 2020 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Aug 2019
- Fourpaws Doggie DaycareJun 2018 to Sep 2018
- Penn State UniversityAug 2017 to May 2021
- Saint Francis Cabrini ParishAug 2013 to Aug 2017
- Holy Ghost Prep HighschoolSep 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7123091
- Firm CRD
- 291361