BC
Historical directory summary
Brennan Christopher Smith
Senior Vice President
Rockefeller Financial LLCNew York, New York
Financial servicesDIRECTORY AFFILIATION
Rockefeller Financial LLC
Rockefeller Financial LLC is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.
Dually RegisteredInstitutionalMulti StatePlacement AgentRetailTraditionalWealth Management
227linked professional records
0researched profiles
10listed office cities
THE PEOPLE CONNECTED TO THIS FIRM
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A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.
Explore a listed cityNew York, New York149Saratoga Springs, New York40Trenton, New Jersey13Stamford, Connecticut10Paramus, New Jersey8Greenwich, Connecticut2Sea Girt, New Jersey2Dallas, Texas1
BC
Historical directory summary
Brian Conan Cuneo
Managing Director, Senior Client Advisor
Rockefeller Financial LLCSaratoga Springs, New York
Wealth managementBD
Historical directory summary
Brian David Opatosky
Senior Vice President
Rockefeller Financial LLCNew York, New York
Financial servicesBF
Historical directory summary
Brian Francis Lessig
Managing Director
Rockefeller Financial LLCNew York, New York
Financial servicesBS
Historical directory summary
Brian Stephen Ferraro
Senior Vice President, Senior Wealth Planner
Rockefeller Financial LLCSaratoga Springs, New York
Financial planningBT
Historical directory summary
Brian Thomas Wischerath
Client Associate
Rockefeller Financial LLCNew York, New York
Financial servicesBW
Historical directory summary
Bruce William Lombardi
Managing Director
Rockefeller Financial LLCNew York, New York
Financial servicesCL
Historical directory summary
Cale Leonard Van Buren
Client Advisor, Senior Vice President
Rockefeller Financial LLCSaratoga Springs, New York
Wealth managementCL
Historical directory summary
Carissa L. Morganstein
Managing Director, Senior Client Advisor
Rockefeller Financial LLCSaratoga Springs, New York
Wealth managementCM
Historical directory summary
Carolyn M Wachter
Financial professional
Rockefeller Financial LLCNew York, New York
Financial servicesCA
Historical directory summary
Cassandra Ann Minervini
Financial professional
Rockefeller Financial LLCNew York, New York
Financial servicesCM
Historical directory summary
Charlene Marie Celona
Financial professional
Rockefeller Financial LLCTrenton, New Jersey
Financial servicesSearch index refreshed September 20, 2026. This is not a verification date for historical records.
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