Daniel
Gibson

Rockefeller Financial LLC

CRD#6542700
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Gibson is a financial advisor who works in Dallas, Texas with a total of 2 years of relevant experience. Gibson is on the advisory team at Rockefeller Financial LLC. During their career, Gibson has held roles at Us Navy, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Rock & Co LLC and Rockefeller Financial LLC. Gibson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Rockefeller Financial LLC is a company based out of New York, NY. The company has offices in 39 locations and a total of 531 advisors. It has $35 billion in assets across its 46,727 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 215 charities and foundations. Of its 46,727 accounts, 29% belong to high-net-worth individuals who have at least $1 million in investable assets. Rockefeller Financial LLC provides 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. Financial management fee schedules are based on which services the firm provides the client. Fee types billed by Rockefeller Financial LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 Crescent Court Suite 1450
Dallas, TX 75201

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rockefeller Financial LLC Brokerage Details

Total Assets Under Management

$34,707,894,464

TX Average: $7,464,549,021
Total Number of Employees

531

TX Average: 88
Total Number of Accounts

46,727

TX Average: 3,892
Average Account Size

$742,780

TX Average: $1,917,921

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

Daniel Gibson Work History

Daniel has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Rock & Co LLC

2019 - Present (5 years)

Rockefeller Financial LLC

2015 - 2019 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2019 (4 years)

Bank Of America, N.A

2009 - 2015 (6 years)

Us Navy

*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 Daniel Gibson 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

Veronica Campanella
Los Angeles, CA
Samuel Wilson
Greenwich, CT
Anthony Lindner
San Francisco, CA
Summer Macallister
San Francisco, CA
Janelle Cromwell
Olympia, WA
Michael Buss
Dallas, TX
Trisha Fountain
Cincinnati, OH
Andrew Karr
Atlanta, GA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started