George Alexander Kroll
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 LLCDec 2025 to now
- UBS Financial ServicesFeb 2024 to Dec 2025
- UBS Financial ServicesJun 2023 to Aug 2023
- Blanco Tacos and TequilaFeb 2023 to Aug 2023
- Tigerfish Bar and RestaurantMay 2022 to Aug 2022
- Baja Beach CafeFeb 2022 to May 2022
- University of San DiegoAug 2021 to May 2025
- Tigerfish Bar and RestaurantMay 2021 to Aug 2021
- Extended TravelOct 2020 to May 2021
- Bodega Taco BarMay 2018 to Oct 2020
- Darien High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7773195
- Firm CRD
- 291361