William C Reed
Investment adviser representative at Rockefeller Capital Management
17 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
17 years in the industry.
- Rockefeller Financial LLCNov 2025 to now
- Rockefeller Financial LLCNov 2023 to Oct 2025
- Morgan StanleyJun 2023 to Nov 2023
- One Network EnterprisesAug 2021 to May 2023
- Power Home RemodellingJun 2021 to Aug 2021
- Thales LLCJun 2018 to Aug 2018
- Southern Methodist UniversityAug 2017 to May 2021
- St. Luke's SchoolAug 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7717539
- Firm CRD
- 291361