Parth
Patel
Rockefeller Financial LLC
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About this Advisor
Parth Patel is a financial advisor based in Chicago, Illinois, working with Rockefeller Financial LLC. Parth has previously held positions at Goldman Sachs & Co LLC, Fs Investments, Arkema Inc, Rockefeller Financial LLC, North Penn High School, and Drexel University. Parth has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Parth is part of Rockefeller Financial LLC, which operates out of Chicago, Illinois. The firm has 54 offices and 672 employees. The firm manages assets totaling $51.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rockefeller Financial LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$51,821,018,176
672
61,461
$843,153
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
Parth Patel Work History
Rockefeller Financial LLC
Drexel University
Goldman Sachs & Co LLC
Drexel University
Fs Investments
Drexel University
Arkema Inc
Drexel University
North Penn High School
Disclosures
Please visit the SEC profile of Parth Patel 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
New York, NY
Stamford, CT
Ponte Vedra, FL
Newport Beach, CA
New York, NY
Atlanta, GA
Chicago, IL
Bethesda, MD
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