Haley Pink
Investment adviser representative at Rockefeller Capital Management
11 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
11 years in the industry.
- Rockefeller Financial LLCJul 2024 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to Jul 2024
- J.P. Morgan Securities LLCSep 2023 to Jul 2024
- First Republic Investment Management, IncSep 2022 to Sep 2023
- First Republic Securities Company, LLCSep 2022 to Sep 2023
- Congress Wealth Management LLCJun 2022 to Aug 2022
- First Republic Securities Company, LLCApr 2021 to Jun 2022
- First Republic Investment Management, Inc.May 2019 to Jun 2022
- State Street Global AdvisorsJun 2018 to Sep 2018
- Ifs SecuritiesJan 2018 to Jun 2018
- Lmcg InvestmentsMay 2017 to Sep 2017
- Tulane UniversitySep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7359605
- Firm CRD
- 291361