Brent
Jacobellis
Rockefeller Financial LLC
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About this Advisor
Brent Jacobellis is a financial advisor working out of New York, New York. Jacobellis is on the advisory team at Rockefeller Financial LLC. The advisor has gained experience at Morgan Stanley, Regeneron, Dartmouth College, Danbury High School, Rogers Park Middle School, Morgan Stanley & Co., LLC, Rockefeller Capital Management and Rockefeller Financial Lllc. Jacobellis holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in New York. Rockefeller Financial LLC is a financial advisory business headquartered in New York, NY. The investment advisory business has offices in 39 locations and a total of 531 people on staff. It manages $35 billion in assets among its 46,727 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 215 charities and foundations. Of its 46,727 accounts, 29% are associated with high-net-worth individuals who have at least $1 million in assets. Rockefeller Financial LLC has 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 charged by financial advisors usually vary depending on which service is provided. Fees charged by Rockefeller Financial LLC may include 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
Brent Jacobellis Work History
Brent has been registered as a financial advisor for 0 years.*
Rockefeller Capital Management
Rockefeller Financial Lllc
Morgan Stanley
Morgan Stanley & Co., LLC
Regeneron
Dartmouth College
Danbury High School
Rogers Park Middle 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 Brent Jacobellis 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
Greenwich, CT
San Francisco, CA
Los Gatos, CA
Los Angeles, CA
Scottsdale, AZ
Washington, DC
San Francisco, CA
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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