Xinyi Huang
Investment adviser representative at Rockefeller Capital Management
13 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
13 years in the industry.
- Rockefeller Financial LLCMar 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Mar 2024
- First Republic Investment Management, IncAug 2022 to Mar 2024
- Bank of America, N.A.Dec 2021 to Aug 2022
- First Republic Securities Company, LLCAug 2021 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Aug 2022
- UnemployedJun 2021 to Jul 2021
- Bank of AmericaJun 2020 to Aug 2020
- University of California, RiversideSep 2017 to Jun 2021
- Mission San Jose High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7261090
- Firm CRD
- 291361