Brent Jacobellis
Investment adviser representative at Rockefeller Capital Management
13 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
13 years in the industry.
- Rockefeller Financial LLCFeb 2023 to now
- Rockefeller Capital ManagementFeb 2023 to now
- Rockefeller Financial LllcFeb 2023 to now
- Morgan Stanley & Co., LLCDec 2021 to Feb 2023
- Morgan StanleyJul 2021 to Feb 2023
- RegeneronJun 2018 to Aug 2018
- Dartmouth CollegeSep 2017 to Jun 2021
- Danbury High SchoolAug 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
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
- 7242143
- Firm CRD
- 291361