Al
Palkovich
Rockefeller Financial LLC
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About this Advisor
Al Palkovich is a financial advisor who works in Saratoga Springs, New York with a total of 1 year of industry experience. Palkovich is an advisor for Rockefeller Financial LLC. Throughout their career, they have worked at Ayco/Goldman Sachs & Co. LLC, Rockefeller Financial LLC and The Ayco Company, L.P./Mercer Allied. Palkovich has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut, Florida and New York. Rockefeller Financial LLC is a financial advisory business based out of New York, NY. The firm has offices in 39 locations and a total of 531 people on staff. It handles $35 billion in assets across its 46,727 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 215 charities and foundations. Of its 46,727 client accounts, 29% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm offers a diverse set 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 largely depend on the financial services offered. Fees billed by Rockefeller Financial LLC may include 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
Al Palkovich Work History
Al has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
Ayco/Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
*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 Al Palkovich 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
Spring, TX
Olympia, WA
Boca Raton, FL
Scottsdale, AZ
St. Augustine, FL
Saratoga Springs, NY
Atlanta, GA
Chicago, IL
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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