Chloe Tramontano
Investment adviser representative at Rockefeller Capital Management
12 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
12 years in the industry.
- Rockefeller Financial LLCDec 2025 to now
- UnemploymentNov 2025 to Dec 2025
- Lamb Insurance ServicesOct 2023 to Oct 2025
- UnemployedJun 2023 to Oct 2023
- Mondrian Investment PartnersMar 2022 to Mar 2023
- Glenmede Trust CompanyMar 2021 to Sep 2021
- Penn Capital ManagementMay 2020 to Sep 2020
- Drexel UniversitySep 2018 to Jun 2023
- Clay CasaAug 2017 to Dec 2017
- Winston Churchill High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8205202
- Firm CRD
- 291361