Ryan
Holcomb
Rockefeller Financial LLC
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About this Advisor
Ryan Holcomb is a financial advisor working in Olympia, Washington with 2 years of industry experience. Holcomb is on the advisory team at Rockefeller Financial LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Securitas Security Services Usa, Itron, Inc, Ecova, Inc, Kimmel Athletic Supply, Davita Healthcare Partners, Metals Fabrication Company (Aerotek Professional Staffing), Pacific Lutheran University, Bank Of America, N.A and Rockefeller Financial LLC. Holcomb holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas and Washington. Rockefeller Financial LLC is a financial advisory company based in New York, NY. The company has offices in 39 locations and a total of 531 employees. It oversees $35 billion in total assets among its 46,727 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 215 charitable organizations. Of its 46,727 client accounts, 29% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm 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 largely vary depending on which services are provided. Fees charged by Rockefeller Financial LLC likely are comprised of some 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
Ryan Holcomb Work History
Ryan has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Securitas Security Services Usa
Itron, Inc
Ecova, Inc
Kimmel Athletic Supply
Davita Healthcare Partners
Metals Fabrication Company (Aerotek Professional Staffing)
Pacific Lutheran University
*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 Holcomb 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
Birmingham, MI
Los Gatos, CA
Olympia, WA
San Francisco, CA
Atlanta, GA
Atlanta, GA
Scottsdale, AZ
St. Augustine, FL
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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