Haley Brehm
Investment adviser representative at Rockefeller Capital Management
22 yearsExperience
3 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
22 years in the industry.
- Rockefeller Capital ManagementMar 2026 to now
- Rockefeller Financial LLCOct 2023 to now
- Rockefeller Capital ManagementOct 2023 to Feb 2026
- Goldman Sachs & Co. LLCJul 2022 to Oct 2023
- AycoJun 2021 to Aug 2021
- 15 ChurchJun 2020 to Aug 2020
- Charles SchwabDec 2019 to Mar 2020
- Siena CollegeJul 2018 to May 2022
- Albany AcademySep 2004 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NC, NY, 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
- 7212751
- Firm CRD
- 291361