Shreyas
Thiagarajan
Rockefeller Financial LLC
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About this Advisor
Shreyas Thiagarajan is a financial advisor who works out of Saratoga Springs, New York with a total of 1 year of industry experience. Thiagarajan is currently employed by Rockefeller Financial LLC. Over the course of their career, they have held roles at Gfs Wealth Management Advisors Inc, Ganim Financial, Bank Of America Gwim, Northwestern Mutual, Panda Express, Aeropostale, Manpower, Inc, Uconn Dining Services, Shaw'S, N/A, Neuberger Berman, Rockefeller Financial LLC and Rockefeller Capital Management. Thiagarajan holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Rockefeller Financial LLC is a business operating out of New York, NY. It has offices in 39 locations and a total of 531 financial advisors. It administers $35 billion in assets under management across its 46,727 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 215 charities and foundations. Of its 46,727 customer accounts, 29% belong to high-net-worth investors who have at least $1 million in investable assets. 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. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types charged by Rockefeller Financial LLC 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
Shreyas Thiagarajan Work History
Shreyas has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
Rockefeller Capital Management
Neuberger Berman
Gfs Wealth Management Advisors Inc
Ganim Financial
Bank Of America Gwim
Northwestern Mutual
Northwestern Mutual
Aeropostale
Panda Express
Manpower, Inc
Uconn Dining Services
Shaw'S
N/A
*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 Shreyas Thiagarajan 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
Olympia, WA
San Francisco, CA
Atlanta, GA
Saratoga Springs, NY
Atlanta, GA
San Francisco, CA
Scottsdale, AZ
Cincinnati, OH
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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