Max
Podlone
Rockefeller Financial LLC
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About this Advisor
Max Podlone is a financial advisor based in Los Gatos, California, working with Rockefeller Financial LLC. Max has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Hartnett, Smith & Paetkau, City Of Cupertino, Bank Of America, N.A, and Rockefeller Financial LLC. Max has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Max is part of Rockefeller Financial LLC, which operates out of Los Gatos, 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
Max Podlone Work History
Rockefeller Financial LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Hartnett, Smith & Paetkau
City Of Cupertino
Disclosures
Please visit the SEC profile of Max Podlone 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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