Todd
Walters

Rockefeller Financial LLC

CRD#4823763
Investment Advisor
in Atlanta, GA

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About this Advisor

Todd Walters is a financial advisor based in Atlanta, Georgia, working with Rockefeller Financial LLC. Todd has previously held positions at Spearhead Capital Advisors, LLC, Rockefeller Financial LLC, Spearhead Innovative Solutions, LLC, and Spearhead Capital, LLC. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and Texas. Currently, Todd is part of Rockefeller Financial LLC, which operates out of Atlanta, Georgia. The firm has 54 offices and 672 employees. The firm manages assets totaling $51.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rockefeller Financial LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$51,821,018,176

GA Average: $7,464,549,021
Total Number of Employees

672

GA Average: 88
Total Number of Accounts

61,461

GA Average: 3,892
Average Account Size

$843,153

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

Todd Walters Work History

2023 - Present (1 year)

Rockefeller Financial LLC

2022 - 2023 (1 year)

Rockefeller Financial LLC

2013 - 2022 (9 years)

Spearhead Capital Advisors, LLC

2012 - 2022 (10 years)

Spearhead Innovative Solutions, LLC

2011 - 2022 (11 years)

Spearhead Capital, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Todd Walters 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

Ashley Bologna
New York, NY
Trisha Fountain
Lafollette, TN
Zachary Bond-Stefo
Ponte Vedra, FL
Joy Anne Marie Gonzales
Newport Beach, CA
Madison Lynch
New York, NY
Katherine Williamson
Atlanta, GA
Colby Brothers
Chicago, IL
Jackson Traxler
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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