Rockefeller Capital Management

Firm record

As recorded in SEC IAPD

Firm CRD

294197

SEC number

801-113009

Firm type

RIA

Assets under management

$36.8B as of Mar 31, 2026

Website

www.rockco.com/mealey-wealth-partners ↗

Phone

212-549-5100

Address

45 Rockefeller Plaza, New York, NY, 10111

Advisors at this firm

226 in our index · page 3 of 5

• Anna KellyCRD 5951732 · Dallas, TX
  IA RegisteredBroker
• Sean KennedyCRD 5755114 · Ny, NY
  IA RegisteredBroker
• Lisa Marie KitchinCRD 5696901 · Jackson, WY
  IA RegisteredBroker
  Disclosure event(s) on record
• Diana Regina Kleper-GilkesCRD 5047223 · Dallas, TX
  IA RegisteredBroker
• Mathew Trevor KlodyCRD 7021884 · Oak Brook, IL
  IA RegisteredBroker
• Kevin Ronald KramerCRD 3215803 · Los Angeles , CA
  IA RegisteredBroker
• Sally Lee KreislerCRD 5112662 · Atlanta, GA
  IA RegisteredBroker
• John LahoudCRD 4254835 · Palm Beach Gardens, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Tammi A LauderCRD 1243704 · Stamford, CT
  IA RegisteredBroker
• James J LeeCRD 4169782 · Ny, NY
  IA RegisteredBroker
• Lydia Capcarova LeschtCRD 4521193 · Chicago, IL
  IA RegisteredBroker
• Andrew A LevinCRD 5205478 · Atlanta, GA
  IA RegisteredBroker
• Anthony Michael LindnerCRD 3192734 · Walnut Creek, CA
  IA RegisteredBroker
• Mason Xian Wang LiuCRD 7022282 · Bpca Ratpm, FL
  IA RegisteredBroker
• Michael Angelo LoizziCRD 5867950 · Oak Brook, IL
  IA RegisteredBroker
• Bruce William LombardiCRD 1609204 · Stamford, CT
  IA RegisteredBroker
• Brian Mark LusinkCRD 2433006 · Atlanta, GA
  IA RegisteredBroker
• Monica L LyssyCRD 4862021 · Houston, TX
  IA RegisteredBroker
• Samuel Gray LarsenCRD 7407512 · Ny, NY
  IA RegisteredBroker
• Michael Thomas LeporeCRD 5543498 · Atlanta, GA
  IA RegisteredBroker
• Bernard A MachlovitchCRD 4585411 · Los Angeles, CA
  IA RegisteredBroker
• Hans S MaentzCRD 4585412 · Park City, UT
  IA RegisteredBroker
• Brian K MalloyCRD 5543488 · Ny, NY
  IA RegisteredBroker
• Daniel N MarchonCRD 5808659 · Ny, NY
  IA RegisteredBroker
• Pedro Jaime MartiCRD 4743730 · Fort Lauderdale, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Neil MartinCRD 7487096 · Los Angeles, CA
  IA RegisteredBroker
• Michelle Lynn MatanCRD 6011403 · Saratoga Springs, NY
  IA RegisteredBroker
• Ryan Michael McdonaldCRD 5240529 · Atlanta, GA
  IA RegisteredBroker
• James Allen MckenzieCRD 3114262 · Palm Beach Gardens, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• John Francis McmahonCRD 722180 · Walnut Creek, CA
  IA RegisteredBroker
• Glenn E MealeyCRD 6279717 · Houston, TX
  IA RegisteredBroker
• David Anthony MendozaCRD 856193 · Los Gatos, CA
  IA RegisteredBroker
• Matthew D MendozaCRD 5460925 · Los Gatos, CA
  IA RegisteredBroker
• Michael Joseph MerlinCRD 3058013 · Atlanta, GA
  IA RegisteredBroker
• Kenneth Eugene MilanoCRD 4410536 · Scottsdale, AZ
  IA RegisteredBroker
• Megan Taylor MilesCRD 5301425 · Dallas, TX
  IA RegisteredBroker
• Edward MoldaverCRD 1856843 · Ny, NY
  IA RegisteredBroker
• Brett MonseinCRD 6203260 · Bethesda, MD
  IA RegisteredBroker
• John Robert MontgomeryCRD 2433887 · Nashville, TN
  IA RegisteredBroker
• Carissa L. MorgansteinCRD 5833401 · Saratoga Sprints, NY
  IA RegisteredBroker
• Angela Kaya MwanzaCRD 4283818 · Ny, NY
  IA RegisteredBroker
• Percy Lee MasonCRD 7221059 · Newtown, PA
  IA RegisteredBroker
• Lehman C McnabbCRD 7315080 · Bentonville, AR
  IA RegisteredBroker
• Jeffrey Hurst MillerCRD 4799813 · Los Angeles, CA
  IA RegisteredBroker
• Rebecca Michele MineoCRD 6875886 · New York, NY
  IA RegisteredBroker
• David Bruce MiracleCRD 7814175 · Houston, TX
  IA RegisteredBroker
• Sean MorelandCRD 2766130 · Newtown, PA
  IA RegisteredBroker
• Jenny Rebecca NaylorCRD 3014743 · Mt Pleasant, SC
  IA RegisteredBroker
• Kristin Kaye NicholsonCRD 4629115 · San Francisco, CA
  IA RegisteredBroker
• Georgina NicoCRD 4309042 · Paramus, NJ
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.