Benjamin Robinson Emery
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 LLCJan 2026 to now
- Rockefeller Capital ManagementAug 2025 to now
- AlphasightsJun 2024 to Aug 2024
- Dane StreetJun 2023 to Aug 2023
- Equity QuotientJun 2022 to Aug 2022
- Middlebury CollegeSep 2021 to May 2025
- Wheel Happy Bicycle ShopJun 2021 to Aug 2021
- Noble and Greenough SchoolSep 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8145112
- Firm CRD
- 291361