Sarah
Mijts
Rockefeller Financial LLC
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About this Advisor
Sarah Mijts is a financial advisor based out of San Francisco, California, with a total of 1 year of relevant experience. Mijts currently works for Rockefeller Financial LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley, First Republic Securities Company, LLC, First Republic Investment Management, Inc and Rockefeller Financial LLC. Mijts maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Rockefeller Financial LLC is a registered investment company operating out of New York, NY. It has offices in 39 locations and a total of 531 financial advisors. It oversees $35 billion in assets among its 46,727 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 215 charitable organizations. Of its 46,727 customer accounts, 29% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Rockefeller Financial LLC has a number 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fee types billed by Rockefeller Financial LLC most likely are comprised of any 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
Sarah Mijts Work History
Sarah has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Rockefeller Financial LLC
Morgan Stanley
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors 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 Sarah Mijts 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
Los Gatos, CA
Olympia, WA
Chicago, IL
Atlanta, GA
Boca Raton, FL
Spring, TX
St. Augustine, FL
Birmingham, MI
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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