Alexander Robert Norath
Investment adviser representative at Rockefeller Capital Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$99.6BFirm assets
Are you Alexander Robert Norath? Claim your profile
Contact this firm
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 LLCSep 2026 to now
- The Colony Group, LLCJul 2024 to Aug 2026
- Buckingham Strategic Wealth, LLCOct 2023 to Jun 2024
- Rfg Advisory, LLCJun 2021 to Oct 2023
- MonetaAug 2017 to Jun 2021
- Unyson LogisticsApr 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7396741
- Firm CRD
- 291361