Evangelos
Tsembelis
Rockefeller Financial LLC
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About this Advisor
Evangelos Tsembelis is a financial advisor who works out of Trenton, New Jersey, who has 2 years of industry experience. Tsembelis is an employee of Rockefeller Financial LLC. The advisor has gained experience at Full Time Education, Merrill Lynch, Pierce, Fenner & Smith Inc, Rockefeller Financial LLC and Bofa Securities, Inc. Tsembelis maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Rockefeller Financial LLC is a registered investment firm that has its headquarters in New York, NY. The company has offices in 39 locations and a total of 531 people on staff. It handles $35 billion in assets under management among its 46,727 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 215 charities and foundations. Of its 46,727 client accounts, 29% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a number 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. Financial advisory fees largely vary depending on which service is offered. Fees billed by Rockefeller Financial LLC can consist 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
Evangelos Tsembelis Work History
Evangelos has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Bofa Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Full Time Education
*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 Evangelos Tsembelis 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
Los Angeles, CA
San Francisco, CA
Los Gatos, CA
Atlanta, GA
Olympia, WA
Spring, TX
St. Augustine, FL
Cincinnati, OH
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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