Luke John Saddlemire
Investment adviser representative at Rockefeller Capital Management
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$99.6BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Rockefeller Financial LLCJan 2025 to now
- Rockefeller Capital ManagementJan 2025 to now
- Janney Montgomery Scott LLCApr 2023 to Jan 2025
- Principal Life Insurance CompanyMay 2021 to Apr 2023
- Principal Securities IncMay 2021 to Apr 2023
- Purshe Kaplan Sterling InvestmentsOct 2019 to May 2021
- New York State Education DepartmentMay 2019 to Oct 2019
- Saratoga Performing Arts CenterMay 2019 to Aug 2019
- University At Albany (nys)Oct 2018 to Apr 2019
- Full Time StudentAug 2017 to May 2020
- Bj's Wholesale ClubSep 2016 to Aug 2018
- Full Time StudentSep 2010 to Jun 2017
Designations
- CFP® certification
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
- 7328656
- Firm CRD
- 291361