Margaret
Simmons
Rockefeller Financial LLC
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About this Advisor
Margaret Simmons is a financial advisor based in Newtown, Pennsylvania, working with Rockefeller Financial LLC. Margaret has previously worked at Securities America, Inc, Metlife, Mass Mutual, Madison Avenue Securities, LLC, Pfs Wealth Management Group, Massachusetts Mutual Life Insurance Company, Msi Financial Services Inc, Mml Investors Services, LLC, Morgan Stanley, Bayada Home Health Care Company, Keller Williams, Njswim, Rockefeller Financial LLC, and Rockefeller Capital Management. Margaret has passed the Series 65, Series 63, and Series 66 regulatory exams and is registered to provide services in Pennsylvania and Texas. Margaret is currently part of Rockefeller Financial LLC, which has 64 offices and 824 employees. The firm manages $70.0 billion in assets and serves both charitable organizations and high-net-worth clients. 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
$70,030,224,514
824
76,628
$913,899
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
Margaret Simmons Work History
Rockefeller Financial LLC
Rockefeller Capital Management
Morgan Stanley
Njswim
Bayada Home Health Care Company
Keller Williams
Massachusetts Mutual Life Insurance Company
Msi Financial Services Inc
Mml Investors Services, LLC
Metlife
Mass Mutual
Madison Avenue Securities, LLC
Pfs Wealth Management Group
Securities America, Inc
Disclosures
Please visit the SEC profile of Margaret Simmons 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
Grand Rapids, MI
Atlanta, GA
Atlanta, GA
New York, NY
Chicago, IL
New York, NY
Chicago, IL
Atlanta, GA
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