Brian
Kamin

Rockefeller Financial LLC

CRD#5911805
Investment Advisor
in Austin, TX

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About this Advisor

Brian Kamin is a certified financial planner operating out of Austin, Texas, with a total of 2 years of relevant experience. Kamin is an advisor for Rockefeller Financial LLC. During their career, Kamin has held roles at Whitnell & Co, Rockefeller & Co and Axa Advisors, LLC. Kamin has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Florida, Illinois, Indiana, Texas and Wisconsin. Rockefeller Financial LLC is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in 39 locations and a total of 531 advisors. It controls $35 billion in total assets between its 46,727 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 215 charitable organizations. Of its 46,727 customer accounts, 29% are held by high-net-worth individuals who have greater than $1 million in assets. Rockefeller Financial LLC performs a broad assortment 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 management largely are based on the type of financial services provided. Fee types billed by Rockefeller Financial LLC likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

Austin, TX

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Rockefeller Financial LLC Brokerage Details

Total Assets Under Management

$34,707,894,464

TX Average: $7,464,549,021
Total Number of Employees

531

TX Average: 88
Total Number of Accounts

46,727

TX Average: 3,892
Average Account Size

$742,780

TX 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

Brian Kamin Work History

Brian has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Rockefeller & Co

2016 - 2021 (5 years)

Whitnell & Co

2012 - 2016 (4 years)

Axa Advisors, LLC

*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 Brian Kamin 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

Lindsay Dreyer
Chicago, IL
Alexander Barrett
Los Angeles, CA
Anthony Lindner
San Francisco, CA
Bernard Mccall
Saratoga Springs, NY
Max Podlone
Los Gatos, CA
Mason Liu
Boca Raton, FL
Amy Labarge
Atlanta, GA
Janelle Cromwell
Olympia, WA

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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