Steven
Celeste
Rockefeller Financial LLC
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About this Advisor
Steven Celeste is a financial advisor based out of Saratoga Springs, New York who has 2 years of industry experience. Celeste is an advisor for Rockefeller Financial LLC. Over the course of their career, they have held roles at The Ayco Company, L.P./Mercer Allied, Adult And Senior Center Of Saratoga, Binghamton University, Rockefeller Financial LLC and Rock & Co LLC. Celeste holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Rockefeller Financial LLC is a registered investment company operating out of New York, NY. The company has offices in 39 locations and a total of 531 people on staff. It oversees $35 billion in total assets across its 46,727 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 215 charitable organizations. Of its 46,727 accounts, 29% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Rockefeller Financial LLC offers 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. Fees for financial management largely depend on which services are offered. Fee types billed by Rockefeller Financial LLC 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
Steven Celeste Work History
Steven has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Rock & Co LLC
The Ayco Company, L.P./Mercer Allied
Adult And Senior Center Of Saratoga
Binghamton University
*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 Steven Celeste 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
Greenwich, CT
Washington, DC
Saratoga Springs, NY
Atlanta, GA
Atlanta, GA
Newport Beach, CA
Spring, TX
Dallas, TX
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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