Carlos
Cruz
Rockefeller Financial LLC
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About this Advisor
Carlos Cruz is a financial advisor based in Chicago, Illinois, working with Rockefeller Financial LLC. Carlos has previously held positions at Backstop Solutions Group LLC, Riverpoint Wealth Management LLC, Pacific Gas And Electric Company, David Vaughan Investments, Osf St. Francis Medical Center, University Of Illinois At Urbana-Champaign, Lpl Financial, Riverpoint Wealth Management Holding Co, Rockefeller Financial LLC, and Hendrick House. Carlos has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Carlos is part of Rockefeller Financial LLC, which operates out of Chicago, Illinois. 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
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Rockefeller Financial LLC Brokerage Details
$51,821,018,176
672
61,461
$843,153
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
Carlos Cruz Work History
Rockefeller Financial LLC
Riverpoint Wealth Management LLC
Lpl Financial
Riverpoint Wealth Management Holding Co
Backstop Solutions Group LLC
Pacific Gas And Electric Company
David Vaughan Investments
Hendrick House
Osf St. Francis Medical Center
University Of Illinois At Urbana-Champaign
Disclosures
Please visit the SEC profile of Carlos Cruz 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
New York, NY
New York, NY
Ponte Vedra, FL
Newport Beach, CA
New York, NY
Atlanta, GA
Chicago, IL
Bethesda, MD
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