Kyle David Comerford
Investment adviser representative at Rockefeller Capital Management
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$36.8BFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Rockefeller Capital ManagementOct 2025 to now
- Rockefeller Financial LLCOct 2024 to now
- Bank of America, N.A.Jun 2024 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Apr 2021
- Educational Services Commission of NjMay 2019 to Jan 2020
- Lemon MediterraneanAug 2018 to May 2019
- Rowan UniversitySep 2017 to May 2021
- Restaurant DepotMay 2017 to Aug 2018
- Middle/high SchoolJan 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Rockefeller Capital Management
Legal name: Rockefeller & Co. LLC
$36.8BAssets managed
6,490Clients
346Advisers
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
- 7247668
- Firm CRD
- 294197