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Nicola Antonio Tirino

Investment adviser representative at Rockefeller Capital Management
14 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

14 years in the industry.

  1. Rockefeller Financial LLCApr 2025 to now
  2. Rockefeller Capital ManagementApr 2025 to now
  3. Fidelity InvestmentsJun 2022 to Mar 2025
  4. Graypoint, LLCJun 2021 to Aug 2021
  5. Ferraro, Amodio, and Zarecki, CpasJun 2020 to Aug 2020
  6. Wolfert's Roost Country ClubMay 2019 to Aug 2020
  7. Providence CollegeAug 2018 to May 2022
  8. Schuyler Meadows ClubApr 2016 to Aug 2018
  9. Christian Brothers AcademySep 2011 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MA).

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
7586383
Firm CRD
291361
Advisor's SEC record (opens in a new tab)
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