Coley
Cassidy
Rockefeller Financial LLC
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About this Advisor
Coley Cassidy is a chartered financial analyst working out of Aspen, Colorado with a total of 1 year of industry experience. Cassidy is an advisor for Rockefeller Financial LLC. Throughout their career, they have worked at Wells Fargo Bank, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Tiedemann Advisors, LLC and Rockefeller Financial LLC. Cassidy maintains a Series 63 license, certifying them as a securities agent, and is approved to advise clients in Colorado and Texas. Rockefeller Financial LLC is a firm 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 manages $35 billion in assets under management between its 46,727 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 215 charitable organizations. Of its 46,727 customer accounts, 29% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has 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 for financial advice largely are based on the type of services. However, fee types charged by Rockefeller Financial LLC can include some 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
Coley Cassidy Work History
Coley has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
Tiedemann Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank
*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 Coley Cassidy 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
Saratoga Springs, NY
Olympia, WA
Trenton, NJ
St. Augustine, FL
Cincinnati, OH
Atlanta, GA
Scottsdale, AZ
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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