Michelle
Pecyna

Rockefeller Financial LLC

CRD#6326301
Investment Advisor
in Oak Brook, IL

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About this Advisor

Michelle Pecyna is a certified financial planner operating out of Oak Brook, Illinois, with a total of 2 years of relevant experience. Pecyna is on the advisory team at Rockefeller Financial LLC. Throughout their career, Pecyna has worked at Whitnell & Co, Midtown Athletic Club, Associated Trust Company and Rockefeller & Co. Pecyna maintains a Series 65 license, certifying them as an investment advisor representative, and is able to operate in California, Florida, Illinois, Indiana, Iowa, Maryland, Missouri, North Carolina, Texas and Wisconsin. Rockefeller Financial LLC is an advisory company operating out of New York, NY. It has offices in 39 locations and a total of 531 financial advisors. It administers $35 billion in total assets between its 46,727 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 215 charitable organizations. Of its 46,727 accounts, 29% belong to high-net-worth individuals who have greater than $1 million in assets. Rockefeller Financial LLC performs a broad array 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 for financial management vary depending on which services the firm provides the client. Fee types billed by Rockefeller Financial LLC can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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

701 Harger Road, Suite 190,
Oak Brook, IL 60523

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Rockefeller Financial LLC Brokerage Details

Total Assets Under Management

$34,707,894,464

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

531

IL Average: 88
Total Number of Accounts

46,727

IL Average: 3,892
Average Account Size

$742,780

IL 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

Michelle Pecyna Work History

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

2021 - Present (3 years)

Rockefeller & Co

2002 - Present (22 years)

Midtown Athletic Club

2019 - 2021 (2 years)

Associated Trust Company

2008 - 2021 (13 years)

Whitnell & Co

*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 Michelle Pecyna 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

Sean Foust
Spring, TX
Alexander Barrett
Los Angeles, CA
Anthony Lindner
San Francisco, CA
Lindsay Dreyer
Chicago, IL
Bernard Mccall
Saratoga Springs, NY
Michael Buss
Dallas, TX
Cristina Tacettin
St. Augustine, FL
Amy Labarge
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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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.

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