Ekaterina
Slepkova
Rockefeller Financial LLC
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About this Advisor
Ekaterina Slepkova is a financial advisor based in Winter Park, Florida, working with Rockefeller Financial LLC. Ekaterina has previously held positions at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Fairfield Inn & Suites, Truist Investment Services, Inc, Rockefeller Financial LLC, and Truist Advisory Services, Inc. Ekaterina has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Ekaterina is part of Rockefeller Financial LLC, which operates out of Winter Park, Florida. The firm has 54 offices and 672 employees. The firm manages assets totaling $51.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rockefeller Financial LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$51,821,018,176
672
61,461
$843,153
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
Ekaterina Slepkova Work History
Rockefeller Financial LLC
Truist Investment Services, Inc
Truist Advisory Services, Inc
Wells Fargo Clearing Services, LLC
Fairfield Inn & Suites
Wells Fargo Bank, Na
Fairfield Inn & Suites
Disclosures
Please visit the SEC profile of Ekaterina Slepkova 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
New York, NY
New York, NY
Ponte Vedra, FL
Newport Beach, CA
New York, NY
Atlanta, GA
Chicago, IL
Bethesda, MD
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