Kenneth
Willetts

Rockefeller Financial LLC

CRD#1676933
Investment Advisor
in Atlanta, GA

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About this Advisor

Kenneth Willetts is a financial advisor based out of Atlanta, Georgia who has 3 years of industry experience. Willetts is an employee of Rockefeller Financial LLC. Throughout their career, Willetts has worked at The Ayco Company, L.P./Mercer Allied, Rockefeller & Company and Rockefeller Financial LLC. Willetts holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Rockefeller Financial LLC is an advisory company based in New York, NY. It has offices in 39 locations and a total of 531 employees. It administers $35 billion in total assets across its 46,727 accounts, placing it among the biggest investment advisory firms in the United States 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 investable assets. 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. Financial management fees largely vary depending on which service is offered. Fees charged by Rockefeller Financial LLC most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

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

Kenneth Willetts Work History

Kenneth has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Rockefeller & Company

2020 - Present (4 years)

Rockefeller Financial LLC

1994 - 2019 (25 years)

The Ayco Company, L.P./Mercer Allied

*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 Kenneth Willetts 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

Veronica Campanella
Los Angeles, CA
Vincent Selip
Trenton, NJ
Max Podlone
Los Gatos, CA
Mason Liu
Boca Raton, FL
Shreyas Thiagarajan
Saratoga Springs, NY
Andrew Karr
Atlanta, GA
Janelle Cromwell
Olympia, WA
Summer Macallister
San Francisco, CA

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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