Devon Paige Litchfield
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 LLCOct 2025 to now
- Morgan Stanley Private Bank, N.ASep 2022 to Oct 2025
- Morgan StanleyAug 2022 to Oct 2025
- Bank of America, N.A.Nov 2021 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2021 to Aug 2022
- Bank of AmericaJun 2020 to Aug 2020
- FadoJun 2019 to Oct 2025
- University of DelawareAug 2017 to Dec 2020
- Briarcliff High-schoolNov 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (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
- 7261326
- Firm CRD
- 291361