Amanda
Young

Rockefeller Financial LLC

CRD#6452330
Investment Advisor
in Chicago, IL

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About this Advisor

Amanda Young is a financial advisor working in Chicago, Illinois with a total of 1 year of industry experience. Young is an advisor for Rockefeller Financial LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Krilogy Financial, Rockerfeller Financial LLC and Moneta Group. Young maintains Series 66 and Series 63 licenses, which qualify them as a securities representative, and can operate in Missouri and Texas. Rockefeller Financial LLC is an advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 39 locations and a total of 531 financial advisors. It manages $35 billion in assets under management among its 46,727 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 215 charities and foundations. Of its 46,727 accounts, 29% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs 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 vary depending on the services provided. Fees charged by Rockefeller Financial LLC most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

1 year

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

227 West Monroe, Suite 2050
Chicago, IL 60606

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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

Amanda Young Work History

Amanda has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Rockerfeller Financial LLC

2021 - 2022 (1 year)

Moneta Group

2019 - 2021 (2 years)

Krilogy Financial

2012 - 2019 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Amanda Young 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

Anthony Lindner
San Francisco, CA
Summer Macallister
San Francisco, CA
Janelle Cromwell
Olympia, WA
Cristina Tacettin
St. Augustine, FL
Richard Schmock
Scottsdale, AZ
Bernard Mccall
Saratoga Springs, NY
Vincent Selip
Trenton, NJ
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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