Georgios Poulakis
Investment adviser representative at Rockefeller Capital Management
21 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
21 years in the industry.
- Rockefeller Capital ManagementOct 2024 to now
- Rockefeller Financial LLCJul 2022 to now
- Rockefeller Capital ManagementJul 2022 to Sep 2024
- Rockefeller Capital ManagementSep 2021 to May 2022
- Ncr CorporationMay 2021 to Aug 2021
- Emory UniversityAug 2018 to May 2022
- Frederica AcademyAug 2005 to May 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7595334
- Firm CRD
- 291361