Heather Gelchion
Investment adviser representative at Rockefeller Capital Management
21 yearsExperience
2 statesRegistered in
$36.8BFirm assets
8 yearsFirm in business
Are you Heather Gelchion? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
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 ManagementFeb 2024 to now
- Rockefeller Financial LLCJan 2024 to now
- Rockefeller Financial LLCMar 2023 to Dec 2023
- Rockefeller Capital ManagementAug 2019 to Dec 2023
- Cambridge Associates LLCAug 2005 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Rockefeller Capital Management
Legal name: Rockefeller & Co. LLC
$36.8BAssets managed
6,490Clients
346Advisers
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
- 7703561
- Firm CRD
- 294197