Alexander Wayne Dimedio
Investment adviser representative at Rockefeller Capital Management
12 yearsExperience
3 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
12 years in the industry.
- Rockefeller Financial LLCAug 2026 to now
- Rockefeller Financial LLCSep 2024 to Jul 2026
- UnemployedJun 2024 to Aug 2024
- University of RichmondSep 2023 to May 2024
- Merril LynchJun 2023 to Aug 2023
- University of RichmondSep 2020 to May 2023
- Council Rock North High SchoolJan 2014 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NY, PA, 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
- 7747665
- Firm CRD
- 291361