David Max Crummy
Investment adviser representative at Rockefeller Capital Management
14 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
14 years in the industry.
- Rockefeller Financial LLCSep 2024 to now
- Rockefeller Capital ManagementSep 2024 to now
- Family Management CorporationJun 2022 to Aug 2024
- New York State Contact TracingJan 2021 to May 2021
- Family Management CorporationMay 2019 to May 2022
- University At BuffaloSep 2018 to May 2022
- Town of BedfordMay 2015 to Aug 2018
- Fox Lane Middle School / HighschoolMay 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7592928
- Firm CRD
- 291361