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Macallan Martin Bibeau

Investment adviser representative at Rockefeller Capital Management
13 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

13 years in the industry.

  1. Rockefeller Financial LLCJun 2025 to now
  2. Aesop's Neck Partners, LLCSep 2023 to Jun 2025
  3. England Securities, LLCJul 2021 to Aug 2023
  4. Wake Forest UniverisityAug 2017 to Jun 2021
  5. La Salle College High SchoolSep 2013 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
8107888
Firm CRD
291361
Advisor's SEC record (opens in a new tab)
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