Frank
Tucek
Rockefeller Financial LLC
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About this Advisor
Frank Tucek is a financial advisor who works in New York, New York with 2 years of relevant experience. Tucek is on the advisory team at Rockefeller Financial LLC. The advisor has gained experience at Foresters Financial Services, Suny Cortland, Tucek Roofing, Inc, Merrill Lynch, Mahoney Group, Raymond James, Foresters Advisory Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Rockefeller Financial LLC. Tucek maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey, New York and Texas. Rockefeller Financial LLC is an advisory business headquartered in New York, NY. The investment advisory business has offices in 39 locations and a total of 531 financial advisors. It controls $35 billion in total assets among its 46,727 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 215 charities and foundations. Of its 46,727 accounts, 29% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company has a diverse assortment 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 charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Rockefeller Financial LLC most 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
Frank Tucek Work History
Frank has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Rockefeller Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Foresters Advisory Services
Foresters Financial Services
Tucek Roofing, Inc
Merrill Lynch
Mahoney Group, Raymond James
Suny Cortland
*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 Frank Tucek 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
Atlanta, GA
Birmingham, MI
St. Augustine, FL
Scottsdale, AZ
Olympia, WA
San Francisco, CA
Trenton, NJ
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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