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

See linked advisors

227linked professional records

0researched profiles

10listed office cities

THE PEOPLE CONNECTED TO THIS FIRM

Explore linked advisors & professionals.

Compare your conversations

A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.

All linked records 227Researched profiles 0

Explore a listed cityNew York, New York149 Saratoga Springs, New York40 Trenton, New Jersey13 Stamford, Connecticut10 Paramus, New Jersey8 Greenwich, Connecticut2 Sea Girt, New Jersey2 Dallas, Texas1

227 profiles

Directory summaries · open a profile for full details

Cards Table

Page 1 of 19

Professional	Firm & role	Office	Focus
AW Adele W SelligHistorical record	Rockefeller Financial LLCAssociate	New YorkNew York	Financial services
AB Adi B MercadoHistorical record	Rockefeller Financial LLCFinancial professional	ParamusNew Jersey	Financial services
AP Al PalkovichHistorical record	Rockefeller Financial LLCFinancial professional	Saratoga SpringsNew York	Financial services
AJ Alexander James KovakHistorical record	Rockefeller Financial LLCFinancial professional	New YorkNew York	Financial services
AM Alexander Maclean LynchHistorical record	Rockefeller Financial LLCFinancial professional	New YorkNew York	Financial services
AM Alexandra Meredith MieleHistorical record	Rockefeller Financial LLCVice President	New YorkNew York	Financial services
AO Alexandra ObrienHistorical record	Rockefeller Financial LLCFinancial professional	New YorkNew York	Financial services
AT Alexandra Theresa PetroneHistorical record	Rockefeller Financial LLCDirector	New YorkNew York	Financial services
AJ Andrew James ShurtsHistorical record	Rockefeller Financial LLCFinancial professional	New YorkNew York	Financial services
AL Andrew LiouHistorical record	Rockefeller Financial LLCFinancial professional	New YorkNew York	Financial services
AP Andrew Pierce YardleyHistorical record	Rockefeller Financial LLCFinancial professional	New YorkNew York	Financial services
AK Angela Kaya MwanzaHistorical record	Rockefeller Financial LLCAdvisor, Managing Director	New YorkNew York	Wealth management

Search index refreshed September 20, 2026. This is not a verification date for historical records.

An illustrative financial planning conversation in a bright office

A LITTLE CLARITY. A NEW POSSIBILITY.

LET’S FIND YOUR STARTING POINT

Your next chapter deserves a thoughtful start.

A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.

Find my match Get introduction help

Free to exploreYou control who hears from you

Rockefeller Financial LLC

Explore linked advisors & professionals.

Your next chapter deserves a thoughtful start.

The advisor interview kit.