Spencer G Bennett
Investment adviser representative at Rockefeller Capital Management
11 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
11 years in the industry.
- Rockefeller Financial LLCMar 2026 to now
- RBC Capital Markets, LLCAug 2024 to Mar 2026
- Cms Environmental SolutionsOct 2022 to Aug 2024
- Bar Cino RestaurantMay 2022 to Sep 2022
- University of ConnecticutAug 2018 to May 2022
- TargetJun 2016 to Sep 2019
- Gems House of BagelsDec 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (DC, TX, VA).
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
- 7978805
- Firm CRD
- 291361