Christopher
Farr

Rockefeller Financial LLC

CRD#5991848
Investment Advisor
in Englewood, CO

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About this Advisor

Christopher Farr is a financial advisor based in Englewood, Colorado, with 2 years of industry experience. Farr currently works for Rockefeller Financial LLC. Throughout their career, Farr has worked at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Rockefeller Finaincial LLC and Rockefeller Financial LLC. Farr holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado and Texas. Rockefeller Financial LLC is a company that has its headquarters in New York, NY. The firm has offices in 39 locations and a total of 531 advisors. It oversees $35 billion in total assets between its 46,727 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 215 charities and foundations. Of its 46,727 accounts, 29% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs 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 charged by financial advisors typically vary depending on which service is offered. However, fees billed by Rockefeller Financial LLC can include any blend 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

6312 S. Fiddlers Green Circle Suite 300E
Englewood, CO 80111

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Rockefeller Financial LLC Brokerage Details

Total Assets Under Management

$34,707,894,464

CO Average: $7,464,549,021
Total Number of Employees

531

CO Average: 88
Total Number of Accounts

46,727

CO Average: 3,892
Average Account Size

$742,780

CO 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

Christopher Farr Work History

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

2022 - Present (2 years)

Rockefeller Financial LLC

2021 - 2022 (1 year)

Rockefeller Finaincial LLC

2012 - 2021 (9 years)

Bank Of America, N.A

2011 - 2021 (10 years)

Merrill Lynch, Pierce, Fenner And Smith 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 Christopher Farr 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
Summer Macallister
San Francisco, CA
Janelle Cromwell
Olympia, WA
Vincent Selip
Trenton, NJ
Trisha Fountain
Cincinnati, OH
Kristen Palazeti
Birmingham, MI
Cristina Tacettin
St. Augustine, FL
Amy Labarge
Atlanta, GA

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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