Cheryl
Young

Rockefeller Financial LLC

CRD#3065471
Investment Advisor
in San Francisco, CA

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About this Advisor

Cheryl Young is a certified financial planner and chartered financial consultant working out of San Francisco, California with a total of 1 year of relevant experience. Young is currently employed by Rockefeller Financial LLC. Throughout their career, Young has worked at Morgan Stanley, Morgan Stanley Private Bank, National Association and Rockefeller Financial LLC. Young has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Nevada and Texas. Rockefeller Financial LLC is a financial advisory company operating out of New York, NY. The company has offices in 39 locations and a total of 531 financial advisors. It manages $35 billion in total assets across its 46,727 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 215 charities and foundations. Of its 46,727 customer accounts, 29% belong to high-net-worth investors who have more than $1 million in investable assets. Rockefeller Financial LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees depend on which services the firm provides the client. However, fees billed by Rockefeller Financial LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Two Embarcadero Center Suite 2320
San Francisco, CA 94111

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Rockefeller Financial LLC Brokerage Details

Total Assets Under Management

$34,707,894,464

CA Average: $7,464,549,021
Total Number of Employees

531

CA Average: 88
Total Number of Accounts

46,727

CA Average: 3,892
Average Account Size

$742,780

CA Average: $1,917,921

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

Cheryl Young Work History

Cheryl has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Rockefeller Financial LLC

2022 - Present (2 years)

Rockefeller Financial LLC

2015 - 2022 (7 years)

Morgan Stanley Private Bank, National Association

2012 - 2022 (10 years)

Morgan Stanley

*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 Cheryl Young 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

Kristen Palazeti
Birmingham, MI
Mason Liu
Boca Raton, FL
Anthony Lindner
San Francisco, CA
Vincent Selip
Trenton, NJ
Bernard Mccall
Saratoga Springs, NY
Summer Macallister
San Francisco, CA
Cristina Tacettin
St. Augustine, FL
Amy Labarge
Atlanta, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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