Brice Eber-morris
Investment adviser representative at Rockefeller Capital Management
11 yearsExperience
1 stateRegistered 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 LLCFeb 2026 to now
- Rockeeller Financial LLCFeb 2026 to now
- Hilltop Securities Inc.Jun 2025 to Jan 2026
- Robinhood MarketsMay 2024 to Aug 2024
- LiquidxJun 2023 to Aug 2023
- The Manhattan InstituteJan 2023 to May 2023
- Emory UniversityAug 2021 to May 2025
- W�lffer Estate VineyardJun 2021 to Aug 2021
- W�lffer Estate VineyardJun 2020 to Aug 2020
- ErhsSep 2017 to Jun 2021
- UnemployedJan 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8108401
- Firm CRD
- 291361