Adam Hospodar
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.
- Rockefeller Financial LLCJun 2026 to now
- UBS Financial Services, IncApr 2023 to Apr 2026
- Point Digital FinanceApr 2022 to Jan 2023
- Better MortgageFeb 2020 to Mar 2022
- Swit Technologies IncDec 2018 to Nov 2019
- San Jose State UniversityJul 2016 to Dec 2018
- Yao InteractiveSep 2012 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7715835
- Firm CRD
- 291361