Paige
Hatcher
Rockefeller Financial LLC
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About this Advisor
Paige Hatcher is a financial advisor who works out of Edmond, Oklahoma who has 1 year of relevant experience. Hatcher currently works for Rockefeller Financial LLC. During their career, the advisor has held roles at Hilton Brentwood Suites, Stephens Inc, Morgan Stanley, University Of Oklahoma, Morgan Stanley Private Bank, N.A and Rockefeller Financial LLC. Hatcher maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Oklahoma and Texas. Rockefeller Financial LLC is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in 39 locations and a total of 531 employees. It controls $35 billion in assets across its 46,727 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 215 charitable organizations. Of its 46,727 accounts, 29% belong to high-net-worth individuals who have more than $1 million in assets. The company offers 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 charged by financial advisors typically are based on the type of financial services. However, fees billed by Rockefeller Financial LLC can consist 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
Paige Hatcher Work History
Paige has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley
Morgan Stanley Private Bank, N.A
Hilton Brentwood Suites
Stephens Inc
University Of Oklahoma
*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 Paige Hatcher 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
Saratoga Springs, NY
Atlanta, GA
Cincinnati, OH
San Francisco, CA
St. Augustine, FL
Scottsdale, AZ
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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