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 who works in Atlanta, Georgia with 1 year of relevant experience. Bryan works at Rockefeller Financial LLC. During their career, Bryan has held roles at The Welch Group, Regions Bank, Samford University, Highland Associates, Johns Creek High School, Rockefeller Financial LLC and Unemployed Student. Bryan holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Texas. Rockefeller Financial LLC is a registered investment firm headquartered in New York, NY. The investment advisory business has offices in 39 locations and a total of 531 financial advisors. It handles $35 billion in assets under management among its 46,727 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 215 charities and foundations. Of its 46,727 client accounts, 29% are held by high-net-worth clients who have at least $1 million in assets available to invest. 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 advisory fee schedules largely are based on the type of services provided. Fees billed by Rockefeller Financial LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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

$34,707,894,464

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

531

GA Average: 88
Total Number of Accounts

46,727

GA Average: 3,892
Average Account Size

$742,780

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

Berkley has been registered as a financial advisor for 1 years.*

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

*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 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

Max Podlone
Los Gatos, CA
Cristina Tacettin
St. Augustine, FL
Janelle Cromwell
Olympia, WA
Lindsay Dreyer
Chicago, IL
Teresa Armel
Mesa, AZ
Trisha Fountain
Cincinnati, OH
Joy Anne Marie Gonzales
Newport Beach, CA
Michael Buss
Dallas, TX

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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