Kristen Rose Egan
Investment adviser representative at Rockefeller Capital Management
14 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
14 years in the industry.
- Rockefeller Capital ManagementJun 2025 to now
- Rockefeller Financial LLCJun 2025 to now
- Fairfield UniversityMay 2024 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Aug 2021
- Boston CollegeAug 2018 to Jul 2022
- Wyckoff Family YmcaJun 2016 to Nov 2019
- UnemployedJul 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7390309
- Firm CRD
- 291361