Pamela Jean Lamichhane
Investment adviser representative at Rockefeller Capital Management
22 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
22 years in the industry.
- Rockefeller Financial LLCJun 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Jun 2021
- Washington Business BankAug 2019 to Dec 2019
- Obee Credit UnionMay 2018 to Aug 2019
- UnemployedMar 2018 to May 2018
- Columbia BankFeb 2018 to Mar 2018
- Koelsch Senior CommunitiesJan 2018 to Feb 2018
- UnemployedDec 2017 to Jan 2018
- First National Bank of OttawaSep 2004 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7207873
- Firm CRD
- 291361