Adele
Sellig
Rockefeller Financial LLC
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About this Advisor
Adele Sellig is a financial advisor working out of New York, New York who has 1 year of industry experience. Sellig currently works for Rockefeller Financial LLC. Sellig has gained experience at Morgan Stanley, Bucknell University, Lavallette Yacht Club, Rumson-Fair Haven Regional High School, Mantoloking Yacht Club, Rockefeller Financial LLC and Rockefeller Capital Management. Sellig maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in New York and Texas. Rockefeller Financial LLC is a registered investment firm headquartered in New York, NY. The company has offices in 39 locations and a total of 531 financial advisors. It has $35 billion in assets between its 46,727 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 215 charities and foundations. Of its 46,727 accounts, 29% are associated with high-net-worth clients who have more than $1 million in assets. Rockefeller Financial LLC provides 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. Financial advisory fees typically vary depending on which service is offered. Fees charged by Rockefeller Financial LLC likely are comprised 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
Adele Sellig Work History
Adele has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
Rockefeller Capital Management
Morgan Stanley
Morgan Stanley
Morgan Stanley
Lavallette Yacht Club
Bucknell University
Mantoloking Yacht Club
Rumson-Fair Haven Regional High School
*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 Adele Sellig 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
Chicago, IL
Newport Beach, CA
San Francisco, CA
Scottsdale, AZ
Spring, TX
Saratoga Springs, NY
Atlanta, GA
St. Augustine, FL
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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