Benjamin
Helvey
Rockefeller Financial LLC
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About this Advisor
Benjamin Helvey is a financial advisor working in Los Angeles, California with 2 years of industry experience. Helvey is currently employed by Rockefeller Financial LLC. Helvey has gained experience at Credit Suisse Securities (Usa) LLC, Morgan Stanley, Morgan Stanley Private Bank, National Association and Rockefeller Financial LLC. Helvey maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Rockefeller Financial LLC is a financial advisory firm that has its headquarters in New York, NY. It has offices in 39 locations and a total of 531 advisors. It administers $35 billion in total assets across its 46,727 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 215 charitable organizations. Of its 46,727 client accounts, 29% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services are provided. Fee types billed by Rockefeller Financial LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$34,707,894,464
531
46,727
$742,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Benjamin Helvey Work History
Benjamin has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley
Credit Suisse Securities (Usa) LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Helvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockefeller Capital Management
Atlanta, GA
Los Angeles, CA
Saratoga Springs, NY
St. Augustine, FL
San Francisco, CA
Los Angeles, CA
Atlanta, GA
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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