Ashlee
Fox
Rockefeller Financial LLC
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About this Advisor
Ashlee Fox is a financial advisor based in Bluffton, South Carolina, working with Rockefeller Financial LLC. Ashlee has previously held positions at Morgan Stanley, Fifth Third Bank, Synovus Bank, Raymond James & Associates, Inc, Fidelity Investments, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Morgan Stanley Smith Barney LLC, and Rockefeller Financial LLC. Ashlee has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Ashlee is part of Rockefeller Financial LLC, which operates out of Bluffton, South Carolina. 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
Ashlee Fox Work History
Rockefeller Financial LLC
Morgan Stanley Smith Barney LLC
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Fidelity Investments
Raymond James & Associates, Inc
Morgan Stanley
Fifth Third Bank
Synovus Bank
Disclosures
Please visit the SEC profile of Ashlee Fox 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
San Francisco, CA
Ponte Vedra, FL
Newport Beach, CA
New York, NY
Atlanta, GA
Chicago, IL
Bethesda, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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