Max
Green
Rockefeller Financial LLC
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About this Advisor
Max Green is a financial advisor operating in Washington, District Of Columbia with 4 years of relevant experience. Green is an employee of Rockefeller Financial LLC. During their career, Green has held roles at Merrill Lynch, Bank Of America, N.A, Rockefeller Financial LLC and Rock & Co LLC. Green holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in District Of Columbia and Texas. Rockefeller Financial LLC is a financial advisory business headquartered in New York, NY. It has offices in 39 locations and a total of 531 employees. It administers $35 billion in assets among its 46,727 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 215 charitable organizations. Of its 46,727 client accounts, 29% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business provides 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 charged by financial advisors usually depend on which service is offered. However, fees billed by Rockefeller Financial LLC may include 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
Max Green Work History
Max has been registered as a financial advisor for 4 years.*
Rockefeller Financial LLC
Rock & Co LLC
Bank Of America, N.A
Merrill Lynch
*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 Max Green 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
Los Gatos, CA
Atlanta, GA
St. Augustine, FL
Trenton, NJ
Olympia, WA
Scottsdale, AZ
Cincinnati, OH
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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