Maggie Tepe
Investment adviser representative at Rockefeller Capital Management
14 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
14 years in the industry.
- Rockefeller Financial LLCAug 2025 to now
- Rockefeller Capital ManagementAug 2025 to now
- Fidelity InvestmentsJun 2024 to Jul 2025
- Fidelity InvestmentsJun 2023 to Aug 2023
- University of CincinnatiAug 2022 to Apr 2024
- Medpace Inc.Jun 2022 to Aug 2022
- Hillebrand Nursing and Rehabilitation CenterDec 2021 to Apr 2022
- Nick's American Cafe (kurlas Corporation)Jun 2021 to Aug 2021
- Miami UniversityAug 2020 to May 2022
- Hillebrand Nursing and Rehabilitation CenterNov 2019 to Jun 2021
- Full Time StudentAug 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7948148
- Firm CRD
- 291361