Ian White
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 LLCFeb 2026 to now
- Rockefeller Capital ManagementFeb 2026 to now
- Equitable Advisors, LLCJan 2025 to Feb 2026
- UnemployedJun 2024 to Jan 2025
- Wood MackenzieJun 2023 to Sep 2023
- Wood MackenzieJun 2022 to Sep 2022
- Associated Students UclaOct 2021 to Jun 2022
- University Or California, Los AngelesSep 2020 to Jun 2024
- Meadow Swim & Tennis ClubAug 2020 to Sep 2021
- Acalanes High SchoolAug 2016 to Jul 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
- 8029885
- Firm CRD
- 291361