Elmer
Martin
Rockefeller Financial LLC
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About this Advisor
Elmer Martin is a financial advisor operating in San Antonio, Texas with 2 years of industry experience. Martin currently works for Rockefeller Financial LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Rockefeller Financial LLC. Martin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Rockefeller Financial LLC is an advisory business operating out of New York, NY. The firm has offices in 39 locations and a total of 531 employees. It controls $35 billion in total assets across its 46,727 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 215 charitable organizations. Of its 46,727 accounts, 29% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Rockefeller Financial LLC has 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 advisory fees are based on which services are offered. However, fee types charged by Rockefeller Financial LLC most likely include 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
Elmer Martin Work History
Elmer has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Elmer Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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