Matthew
Herzwurm
Rockefeller Financial LLC
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About this Advisor
Matthew Herzwurm is a certified financial planner who works out of Atlanta, Georgia who has 1 year of relevant experience. Herzwurm is on the advisory team at Rockefeller Financial LLC. Throughout their career, they have worked at Sandler O'Neill + Partners, University Of Georgia, Augusta Christian Schools, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A and Rockefeller Financial LLC. Herzwurm maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Rockefeller Financial LLC is a firm based out of New York, NY. The company has offices in 39 locations and a total of 531 people on staff. It handles $35 billion in assets under management between its 46,727 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 215 charitable organizations. Of its 46,727 accounts, 29% are associated with high-net-worth clients who have at least $1 million in assets. Rockefeller Financial LLC offers a wide assortment 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 fees typically vary depending on which services the firm provides the client. However, fee types charged by Rockefeller Financial LLC likely are comprised 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
Matthew Herzwurm Work History
Matthew has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, N.A
Sandler O'Neill + Partners
University Of Georgia
Augusta Christian Schools
*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 Matthew Herzwurm 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
Saratoga Springs, NY
Scottsdale, AZ
Trenton, NJ
San Francisco, CA
San Francisco, CA
Cincinnati, OH
Chicago, IL
Boca Raton, FL
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.
