Xiaotian
Wang

Rockefeller Financial LLC

CRD#7290958
Investment Advisor
in Atlanta, GA

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About this Advisor

Xiaotian Wang is a financial advisor working out of Atlanta, Georgia with 2 years of relevant experience. Wang currently works for Rockefeller Financial LLC. Over the course of their career, they have held roles at Rockefeller Financial LLC, Rockefeller Capital Management, Burgiss, Bank Of Hangzhou, Colgate University, Wheaton College, Zhejiang Fuyang High School and Hangzhou Jianlan Middle School. Wang maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia and Texas. Rockefeller Financial LLC is a firm 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 total assets between its 46,727 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 215 charitable organizations. Of its 46,727 accounts, 29% are associated with high-net-worth individuals who have more than $1 million in 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 for financial advisory services depend on the financial services provided. However, fee types billed by Rockefeller Financial LLC can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Xiaotian Wang Work History

Xiaotian has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Rockefeller Financial LLC

2020 - 2020 (< 1 year)

Rockefeller Capital Management

2019 - 2019 (< 1 year)

Burgiss

2018 - 2018 (< 1 year)

Bank Of Hangzhou

2018 - 2020 (2 years)

Colgate University

2016 - 2018 (2 years)

Wheaton College

2013 - 2016 (3 years)

Zhejiang Fuyang High School

2010 - 2013 (3 years)

Hangzhou Jianlan Middle School

*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 Xiaotian Wang 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

Bernard Mccall
Saratoga Springs, NY
Summer Macallister
San Francisco, CA
Vincent Selip
Trenton, NJ
Cristina Tacettin
St. Augustine, FL
Trisha Fountain
Cincinnati, OH
Anthony Lindner
San Francisco, CA
Richard Schmock
Scottsdale, AZ
Andrew Karr
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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