Addison Nicole Dunbar
Investment adviser representative at Rockefeller Capital Management
11 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
11 years in the industry.
- Rockefeller Financial LLCJan 2026 to now
- Equitable Advisors, LLCJul 2025 to Jan 2026
- UnemployedJun 2025 to Jul 2025
- Northern TrustMay 2024 to Aug 2024
- Grinders Stonewall PizzaMay 2022 to Aug 2023
- Bee OrganizedAug 2021 to May 2025
- University of ArizonaAug 2021 to May 2025
- Shawnee Mission East High SchoolAug 2017 to Jul 2021
- UnemployedJun 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8123313
- Firm CRD
- 291361