Samuel Gray Larsen
Investment adviser representative at Rockefeller Capital Management
10 yearsExperience
3 statesRegistered in
$36.8BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Rockefeller Capital ManagementMar 2025 to now
- Rockefeller Financial LLCFeb 2024 to now
- TravelSep 2023 to Feb 2024
- Houlihan Lokey Capital, Inc.Jul 2021 to Sep 2023
- Houlihan LokeyJul 2020 to Aug 2020
- University of UtahAug 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NY, TX, UT).
Rockefeller Capital Management
Legal name: Rockefeller & Co. LLC
$36.8BAssets managed
6,490Clients
346Advisers
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
- 7407512
- Firm CRD
- 294197