Cortlin
De Maine
Rockefeller Financial LLC
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About this Advisor
Cortlin De Maine is a financial advisor who works out of Atlanta, Georgia who has 1 year of industry experience. De Maine is an advisor for Rockefeller Financial LLC. Their career trajectory has included roles at Rockefeller Financial LLC, Full Time Student K-12, Full Time Student - Georgia Institute Of Technology, Georgia Institute Of Technology Athletic Department, Eletype, Planpro, Terminus and Extended Travel. De Maine maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia and Texas. Rockefeller Financial LLC is a company that has its headquarters in New York, NY. The firm has offices in 39 locations and a total of 531 advisors. It controls $35 billion in assets under management between its 46,727 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 215 charities and foundations. Of its 46,727 customer accounts, 29% belong to high-net-worth investors who have more than $1 million in investable assets. 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. Fees charged by financial advisors largely are based on which service is provided. Fees charged 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$34,707,894,464
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
531
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46,727
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$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
Cortlin De Maine Work History
Cortlin has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
Extended Travel
Terminus
Planpro
Georgia Institute Of Technology Athletic Department
Eletype
Full Time Student - Georgia Institute Of Technology
Full Time Student K-12
*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 Cortlin De Maine 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
Boca Raton, FL
Los Angeles, CA
San Francisco, CA
Atlanta, GA
Spring, TX
Dallas, TX
Saratoga Springs, NY
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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