Teresa Catherine Beltran
Investment adviser representative at Rockefeller Capital Management
12 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
12 years in the industry.
- Rockefeller Financial LLCJan 2019 to now
- Rwm Home LoansJun 2018 to Jan 2019
- Security National MortgageJan 2018 to Jun 2018
- Primary Residential MortgageJun 2017 to Jan 2018
- Amres MortgageJan 2017 to Jun 2017
- UnemployedNov 2016 to Jan 2017
- Wells Fargo BankMay 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7392534
- Firm CRD
- 291361