Antonino Palazzolo
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 LLCAug 2026 to now
- LPL FinancialOct 2024 to Aug 2026
- Trinitas Planning GroupOct 2024 to Aug 2026
- Jason Clausen PcJun 2024 to Sep 2024
- Fisher DynamicsMar 2024 to May 2024
- DeloitteJan 2024 to Mar 2024
- TennecoAug 2022 to Nov 2023
- Now FinancialMar 2021 to Aug 2022
- Great Lake Mortgage FinancialFeb 2020 to Feb 2021
- Dapper DetailingFeb 2017 to Feb 2020
- Select AdvisingJun 2015 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8193404
- Firm CRD
- 291361