Joseph M Thrailkill
Investment adviser representative at Rockefeller Capital Management
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Rockefeller Capital ManagementJan 2023 to now
- Rockefeller Financial LLCJan 2023 to now
- J.P Morgan Securities LLCOct 2021 to Jan 2023
- JP Morgan Chase Bank, N.AOct 2021 to Jan 2023
- Bank of AmericaSep 2017 to Oct 2021
- Fnb IncSep 2016 to Aug 2021
- University At AlbanyAug 2013 to May 2017
- The Brook Tavern/ the Wishing WellJul 2011 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7457427
- Firm CRD
- 291361