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 5 of 5

• Melissa M SeibertCRD 1686553 · Cincinnati, OH
  IA RegisteredBroker
• Elizabeth Dora SnyderCRD 6073126 · Bethesda, MD
  IA RegisteredBroker
• Brittney StephensCRD 6042950 · The Woodlands, TX
  IA RegisteredBroker
• Patrick Thomas SweetCRD 5933012 · Newtown, PA
  IA RegisteredBroker
• Bruce TenenbaumCRD 1536146 · Dallas, TX
  IA RegisteredBroker
• Brett Douglas ThelanderCRD 2446984 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Gunn ThongniyomCRD 4793531 · Arlington, VA
  IA RegisteredBroker
• Victoria Gardiner TrotskyCRD 7434460 · Boston, MA
  IA RegisteredBroker
• Corey TillerCRD 6841132 · Wellington, FL
  IA RegisteredBroker
• John George UriosteguiCRD 2072448 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick UnrathCRD 5376700 · Newtown, PA
  IA RegisteredBroker
• Cale Leonard Van BurenCRD 2621090 · Saratoga Springs, NY
  IA RegisteredBroker
• Shaun Michael Van VlietCRD 2429192 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Ronald Samuel VenturaCRD 2847384 · Chicago, IL
  IA RegisteredBroker
• John WagnerCRD 6937011 · Atlanta, GA
  IA RegisteredBroker
• Michael P WallaceCRD 4367907 · Jacksonville Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Todd Matthew WaltersCRD 4823763 · Winter Park, FL
  IA RegisteredBroker
• Kent Ray WeaverCRD 4591146 · Scottsdale, AZ
  IA RegisteredBroker
• Stephen Edward WhiteCRD 3052632 · Hailey, ID
  IA RegisteredBroker
  Disclosure event(s) on record
• Frank WillisCRD 6050642 · Los Angeles, CA
  IA RegisteredBroker
• Samuel Edens WilsonCRD 4566683 · Greenwich, CT
  IA RegisteredBroker
• Justin Richland WalkerCRD 5225455 · Charlotte, NC
  IA RegisteredBroker
• Audrey N WilcoxsonCRD 7383167 · Birminghamm, MI
  IA RegisteredBroker
• Cheryl Lynn YoungCRD 3065471 · Incline Village, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Andres ZilvetiCRD 4422642 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Shane Timothy TwomeyCRD 3028500 · Arlington, VA
  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.