Brett
Mendenhall
Rockefeller Financial LLC
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About this Advisor
Brett Mendenhall is a financial advisor who works in Atlanta, Georgia with 4 years of relevant experience. Mendenhall currently works for Rockefeller Financial LLC. Mendenhall has gained experience at Girard Securities, Clvl Solutions LLC, Sunera LLC, Georgia State University (Mba Student), United Capital Financial Advisers, Cetera Advisor Networks LLC and Rockefeller Financial LLC. Mendenhall holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Georgia and Texas. Rockefeller Financial LLC is an advisory company operating out of New York, NY. The investment advisory business has offices in 39 locations and a total of 531 people on staff. It manages $35 billion in assets across its 46,727 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 215 charities and foundations. Of its 46,727 accounts, 29% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Rockefeller Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely are based on which services are offered. However, fees billed by Rockefeller Financial LLC most likely consist of some blend 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
Brett Mendenhall Work History
Brett has been registered as a financial advisor for 4 years.*
Rockefeller Financial LLC
United Capital Financial Advisers
Cetera Advisor Networks LLC
Girard Securities
United Capital Financial Advisers
Georgia State University (Mba Student)
Sunera LLC
Clvl Solutions LLC
*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 Brett Mendenhall 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
Atlanta, GA
Los Gatos, CA
St. Augustine, FL
Saratoga Springs, NY
Cincinnati, OH
Birmingham, MI
Scottsdale, AZ
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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