Peter
Willis
Rockefeller Financial LLC
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About this Advisor
Peter Willis is a financial advisor operating out of Oak Brook, Illinois. Willis is currently employed by Rockefeller Financial LLC. Their career trajectory has included roles at Rockefeller Finacial LLC, Student and Rockefeller Capital Management. Willis maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Illinois and Texas. Rockefeller Financial LLC is a registered investment firm operating out of New York, NY. The company has offices in 39 locations and a total of 531 people on staff. It has $35 billion in assets across its 46,727 customer accounts, making it one of 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 clients who have greater than $1 million in assets available to invest. Rockefeller Financial LLC performs a diverse 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 advisory services depend on which services the firm provides the client. Fees billed by Rockefeller Financial LLC can be comprised of some combination of 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
Peter Willis Work History
Peter has been registered as a financial advisor for 0 years.*
Rockefeller Finacial LLC
Rockefeller Capital Management
Student
Student
*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 Peter Willis 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
San Francisco, CA
Los Gatos, CA
Atlanta, GA
Birmingham, MI
St. Augustine, FL
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Scottsdale, AZ
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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