Mark
Panarese
Rockefeller Financial LLC
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About this Advisor
Mark Panarese is a financial advisor who works out of Boston, Massachusetts with 2 years of industry experience. Panarese currently works for Rockefeller Financial LLC. Their career trajectory has included roles at Rockefeller & Co and Rockefeller Financial LLC. Panarese has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts and Texas. Rockefeller Financial LLC is a financial advisory company that has its headquarters in New York, NY. It has offices in 39 locations and a total of 531 people on staff. It has $35 billion in assets under management across its 46,727 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 215 charitable organizations. Of its 46,727 customer accounts, 29% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company 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. Financial management fee schedules largely vary depending on which services are offered. However, fee types charged by Rockefeller Financial LLC most likely are comprised of 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
Mark Panarese Work History
Mark has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Rockefeller & Co
*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 Mark Panarese 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
Birmingham, MI
Chicago, IL
Trenton, NJ
Olympia, WA
Atlanta, GA
San Francisco, CA
Scottsdale, AZ
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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