Sonya
Gonzalez

Rockefeller Financial LLC

CRD#7317859
Investment Advisor
in San Francisco, CA

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About this Advisor

Sonya Gonzalez is a financial advisor working in San Francisco, California with 1 year of industry experience. Gonzalez is currently employed by Rockefeller Financial LLC. Over the course of their career, Gonzalez has held roles at Rockefeller Financial LLC, First Republic Bank, Specialty Real Estate Services, Black Tie Transportation, Panama Bay Coffee Company, Livermore Valley Charter School and Quantico Marine Corps Base Child Development Center. Gonzalez holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Rockefeller Financial LLC is a financial advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 39 locations and a total of 531 financial advisors. It controls $35 billion in assets between its 46,727 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 215 charities and foundations. Of its 46,727 accounts, 29% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Rockefeller Financial LLC provides 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. Fees for financial advisory services typically vary depending on the type of financial services offered. However, fee types billed by Rockefeller Financial LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 66

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

Sonya Gonzalez Work History

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

2020 - Present (4 years)

Rockefeller Financial LLC

2019 - 2020 (1 year)

First Republic Bank

2018 - 2019 (1 year)

Specialty Real Estate Services

2016 - 2018 (2 years)

Black Tie Transportation

2014 - 2016 (2 years)

Panama Bay Coffee Company

2014 - 2015 (1 year)

Livermore Valley Charter School

2011 - 2014 (3 years)

Quantico Marine Corps Base Child Development Center

*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 Sonya Gonzalez 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

Michael Buss
Dallas, TX
Shreyas Thiagarajan
Saratoga Springs, NY
Max Podlone
Los Gatos, CA
Veronica Campanella
Los Angeles, CA
Andrew Karr
Atlanta, GA
Amy Labarge
Atlanta, GA
Richard Schmock
Scottsdale, AZ
Janelle Cromwell
Olympia, WA

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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