Stephen
White

Rockefeller Financial LLC

CRD#3052632
Investment Advisor
in Los Angeles, CA

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About this Advisor

Stephen White is a financial advisor working in Los Angeles, California with 2 years of relevant experience. White is on the advisory team at Rockefeller Financial LLC. During their career, White has held roles at Ubs Financial Services Inc and Rockefeller Financial LLC. White holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California, New York and Texas. Rockefeller Financial LLC is a financial advisory firm operating out of New York, NY. It has offices in 39 locations and a total of 531 employees. It oversees $35 billion in assets under management across its 46,727 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 215 charitable organizations. Of its 46,727 customer accounts, 29% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company 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 fees typically are based on which services are provided. Fee types billed by Rockefeller Financial LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

2000 Avenue Of The Stars Suite 530 N
Los Angeles, CA 90067

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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

Stephen White Work History

Stephen has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Rockefeller Financial LLC

2008 - 2021 (13 years)

Ubs Financial Services Inc

*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 Stephen White 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

Anthony Lindner
San Francisco, CA
Kristen Palazeti
Birmingham, MI
Janelle Cromwell
Olympia, WA
Richard Schmock
Scottsdale, AZ
Trisha Fountain
Cincinnati, OH
Cristina Tacettin
St. Augustine, FL
Vincent Selip
Trenton, NJ
Bernard Mccall
Saratoga Springs, NY

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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