Ryan
Barcena

Rockefeller Financial LLC

CRD#5951825
Investment Advisor
in Dallas, TX

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About this Advisor

Ryan Barcena is a financial advisor based in Dallas, Texas, with 4 years of relevant experience. Barcena is currently employed by Rockefeller Financial LLC. Throughout their career, Barcena has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Rockefeller Financial LLC. Barcena holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Rockefeller Financial LLC is a company that has its headquarters in New York, NY. The investment advisory business has offices in 39 locations and a total of 531 people on staff. It administers $35 billion in total assets between its 46,727 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 215 charitable organizations. Of its 46,727 customer accounts, 29% are held by high-net-worth clients who have more than $1 million in assets. The firm provides a broad range of services, including 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 largely vary depending on the type of financial services. However, fee types charged by Rockefeller Financial LLC likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

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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

Ryan Barcena Work History

Ryan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Rockefeller Financial LLC

2011 - 2019 (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2019 (8 years)

Bank Of America, N.A

*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 Ryan Barcena 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

Amy Labarge
Atlanta, GA
Sean Foust
Spring, TX
Cristina Tacettin
St. Augustine, FL
Bernard Mccall
Saratoga Springs, NY
Janelle Cromwell
Olympia, WA
Max Podlone
Los Gatos, CA
Andrew Karr
Atlanta, GA
Trisha Fountain
Cincinnati, OH

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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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.

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