Nicholas
Paget
Rockefeller Financial LLC
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About this Advisor
Nicholas Paget is a certified financial planner working out of San Francisco, California with 1 year of industry experience. Paget is on the advisory team at Rockefeller Financial LLC. Their career trajectory has included roles at Morgan Stanley Private Bank, N.A, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Rockefeller Financial LLC. Paget holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas and Washington. Rockefeller Financial LLC is a financial advisory business operating out of New York, NY. The firm has offices in 39 locations and a total of 531 financial advisors. It controls $35 billion in assets among its 46,727 client accounts, placing it among the biggest 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 more than $1 million in assets. The advisory firm has a broad assortment 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 typically depend on the financial services offered. Fees billed by Rockefeller Financial LLC can include any blend of 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
Nicholas Paget Work History
Nicholas has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 Nicholas Paget 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
Dallas, TX
Newport Beach, CA
Chicago, IL
Atlanta, GA
Saratoga Springs, NY
Greenwich, CT
San Francisco, CA
San Francisco, CA
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.
