Mason Harry
Investment adviser representative at Rockefeller Capital Management
10 yearsExperience
2 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
10 years in the industry.
- Rockefeller Financial LLCOct 2025 to now
- University of North FloridaFeb 2025 to Sep 2025
- Fidelity InvestmentsMay 2023 to Jan 2025
- Ponte Vedra Inn and ClubMay 2022 to Aug 2022
- Florida State UniversityJan 2022 to May 2024
- Tallahassee Community CollegeAug 2020 to Dec 2021
- Nocatee WaterparkMar 2019 to Aug 2021
- Ponte Vedra HighschoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7751383
- Firm CRD
- 291361