Evan Potter
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 LLCOct 2025 to now
- UnemployedMay 2025 to Oct 2025
- University of Illinois At Urbana-champaignAug 2021 to May 2025
- O'fallon Township High SchoolAug 2017 to May 2021
- Carriel Middle SchoolJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 8173778
- Firm CRD
- 291361