Christopher
Bell

Rockefeller Financial LLC

CRD#5422543
Investment Advisor
in Boca Raton, FL

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About this Advisor

Christopher Bell is a financial advisor working in Boca Raton, Florida, with 2 years of relevant experience. Bell is an advisor for Rockefeller Financial LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Rockefeller Financial LLC. Bell holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Rockefeller Financial LLC is an advisory business operating out of New York, NY. The company has offices in 39 locations and a total of 531 financial advisors. It has $35 billion in assets under management between its 46,727 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 215 charities and foundations. Of its 46,727 customer accounts, 29% are associated with high-net-worth individuals who have more than $1 million in assets. Rockefeller Financial LLC performs a wide set 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 usually depend on which services the firm provides the client. However, fees billed by Rockefeller Financial LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

One Town Center Road Suite 500
Boca Raton, FL 33486

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Rockefeller Financial LLC Brokerage Details

Total Assets Under Management

$34,707,894,464

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

531

FL Average: 88
Total Number of Accounts

46,727

FL Average: 3,892
Average Account Size

$742,780

FL 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 Bell Work History

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

2021 - Present (3 years)

Rockefeller Financial LLC

2011 - 2021 (10 years)

Bank Of America,N.A

2008 - 2021 (13 years)

Merrill Lynch, Pierce, Fenner & 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 Bell 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

Kristen Palazeti
Birmingham, MI
Mason Liu
Boca Raton, FL
Anthony Lindner
San Francisco, CA
Vincent Selip
Trenton, NJ
Bernard Mccall
Saratoga Springs, NY
Summer Macallister
San Francisco, CA
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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