Summer
Macallister
Rockefeller Financial LLC
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About this Advisor
Summer Macallister is a financial advisor working in San Francisco, California with a total of 3 years of industry experience. Macallister is currently employed by Rockefeller Financial LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Protek Cargo Inc, Guideboat Company, Bank Of America, N.A, Rockefeller Financial LLC and Rock & Co LLC. Macallister maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Rockefeller Financial LLC is a registered investment company that has its headquarters in New York, NY. The company has offices in 39 locations and a total of 531 advisors. It manages $35 billion in assets under management between its 46,727 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 215 charitable organizations. Of its 46,727 client accounts, 29% are held by high-net-worth clients who have more than $1 million in investable assets. Rockefeller Financial LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the services offered. Fees billed by Rockefeller Financial LLC most likely include some combination 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
Summer Macallister Work History
Summer has been registered as a financial advisor for 3 years.*
Rockefeller Financial LLC
Rock & Co LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Protek Cargo Inc
Guideboat Company
*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 Summer Macallister 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
Boca Raton, FL
Saratoga Springs, NY
Olympia, WA
Birmingham, MI
Atlanta, GA
Los Angeles, CA
Saratoga Springs, NY
Scottsdale, AZ
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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