Grace E Pelino
Investment adviser representative at Rockefeller Capital Management
12 yearsExperience
4 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
12 years in the industry.
- Rockefeller Capital ManagementApr 2022 to now
- Rockefeller Financial LLCApr 2022 to now
- Morgan StanleyAug 2021 to Mar 2022
- InstacartDec 2020 to Jan 2021
- Manasquan ReservoirJun 2020 to Aug 2020
- Colgate UniversityAug 2017 to May 2021
- Gladstone TavernJun 2017 to Aug 2018
- Tamarack Day CampJun 2017 to Aug 2017
- The Hotchkiss SchoolAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (NC, NJ, 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
- 7397668
- Firm CRD
- 291361