Berkley
Bryan

Rockefeller Financial LLC

CRD#7311294
Investment Advisor
in Atlanta, GA

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About this Advisor

Berkley Bryan is a financial advisor based in Atlanta, Georgia, working with Rockefeller Financial LLC. Berkley has previously held positions at The Welch Group, Regions Bank, Samford University, Highland Associates, Johns Creek High School, Rockefeller Financial LLC, and as an unemployed student. Berkley has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Berkley is part of Rockefeller Financial LLC, which operates out of Atlanta, Georgia. 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

Series 65, Series 63

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

3060 Peachtree Road, Nw, Suite 110
Atlanta, GA 30305

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Rockefeller Financial LLC Brokerage Details

Total Assets Under Management

$51,821,018,176

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

672

GA Average: 88
Total Number of Accounts

61,461

GA Average: 3,892
Average Account Size

$843,153

GA 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

Berkley Bryan Work History

2022 - Present (2 years)

Rockefeller Financial LLC

2020 - 2021 (1 year)

The Welch Group

2019 - 2020 (1 year)

Regions Bank

2018 - 2019 (1 year)

Samford University

2018 - 2018 (< 1 year)

Highland Associates

2017 - 2018 (1 year)

Samford University

2015 - 2017 (2 years)

Samford University

2015 - 2015 (< 1 year)

Unemployed Student

2011 - 2015 (4 years)

Johns Creek High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Berkley Bryan 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

Ashley Bologna
New York, NY
Trisha Fountain
Lafollette, TN
Zachary Bond-Stefo
Ponte Vedra, FL
Joy Anne Marie Gonzales
Newport Beach, CA
Madison Lynch
New York, NY
Katherine Williamson
Atlanta, GA
Colby Brothers
Chicago, IL
Jackson Traxler
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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