Matthew
Gallup
Rockefeller Financial LLC
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About this Advisor
Matthew Gallup is a financial advisor working out of Saratoga Springs, New York with a total of 2 years of relevant experience. Gallup is currently employed by Rockefeller Financial LLC. Gallup has gained experience at The Ayco Company, L.P./Mercer Allied, Kpmg Llp, University At Albany, Hudson Valley Community College, Golub Corporation, Riverlink Park Cafe, Rockefeller Financial LLC and Rock & Co LLC. Gallup holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in New York 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 employees. It oversees $35 billion in assets between its 46,727 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 215 charities and foundations. Of its 46,727 customer accounts, 29% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number 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 advisory services typically are based on which services the firm provides the client. Fee types billed by Rockefeller Financial LLC may include any 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
Matthew Gallup Work History
Matthew has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Rock & Co LLC
The Ayco Company, L.P./Mercer Allied
Kpmg Llp
University At Albany
University At Albany
Kpmg Llp
Golub Corporation
Riverlink Park Cafe
University At Albany
Golub Corporation
Hudson Valley Community College
*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 Matthew Gallup 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
San Francisco, CA
San Francisco, CA
Olympia, WA
St. Augustine, FL
Scottsdale, AZ
Saratoga Springs, NY
Trenton, NJ
Atlanta, GA
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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