Evan Duncan
Investment adviser representative at Rockefeller Capital Management
12 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
12 years in the industry.
- Rockefeller Financial LLCJan 2026 to now
- Foreside Fund Services, LLCAug 2024 to Nov 2025
- Angel Oak Capital Advisors, LLCJun 2024 to Nov 2025
- UnemployedAug 2023 to Jun 2024
- InvistaMay 2023 to Aug 2023
- UnemployedAug 2022 to May 2023
- Rockefeller Capital ManagementMay 2022 to Aug 2022
- Marcus and MillichapJan 2022 to May 2022
- UnemployedAug 2021 to Jan 2022
- Kanakuk KampsMay 2021 to Aug 2021
- UnemployedAug 2019 to May 2021
- Atlanta BravesJun 2019 to Aug 2019
- Unemployed/studentJan 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7959684
- Firm CRD
- 291361