Justin
Kwok
Rockefeller Financial LLC
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About this Advisor
Justin Kwok is a financial advisor based in San Francisco, California, working with Rockefeller Financial LLC. Justin has previously held positions at HSBC Securities (USA) Inc, HSBC Bank USA, N.A, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Rockefeller Financial LLC, and Wells Fargo Advisors LLC. Justin has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Justin is part of Rockefeller Financial LLC, which operates out of San Francisco, California. The firm has 54 offices and 672 employees. The firm manages assets totaling $51.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rockefeller Financial LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$51,821,018,176
672
61,461
$843,153
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
Justin Kwok Work History
Rockefeller Financial LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Hsbc Securities (Usa) Inc
Hsbc Bank Usa, N.A
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Justin Kwok 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
New York, NY
New York, NY
Ponte Vedra, FL
Newport Beach, CA
New York, NY
Atlanta, GA
Chicago, IL
Bethesda, MD
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