Diane Ching Tycangco
Investment adviser representative at Rockefeller Capital Management
18 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
18 years in the industry.
- Rockefeller Capital ManagementDec 2025 to now
- Rockefeller Financial LLCApr 2022 to now
- Rockefeller & Co LLCNov 2019 to Dec 2025
- Financial ClarityOct 2018 to Oct 2019
- Franklin TempletonApr 2018 to Sep 2018
- UnemployedJan 2018 to Mar 2018
- Aurum Capital ManagementJul 2008 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7540819
- Firm CRD
- 291361