Abbas Khoshnevissan is a registered investment advisor at Rockefeller Capital Management, based in San Francisco, CA, with 41 years of industry experience. Abbas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,950 clients with $70B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rockefeller Financial offers investment advisory services for a fee, either as a flat annual dollar amount or as a percentage of the value of your portfolio. The specific fee will depend on the type of advisory service you receive and will be agreed upon with your advisor. The fees you pay may differ from those paid by other clients, based on factors like the scope and size of your relationship, the complexity of your needs, and your advisor's approach.
Location
Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Abbas is a half owner of the San Francisco Fencer's Club, where he teaches children how to fence. He also co-owns a rental property called Balboa Rental; both activities require minimal time.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Bear, Stearns & CO. INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Shearson Lehman Hutton INC.Broker
Wellington Securities, INC.Broker
Calvert Securities CorporationBroker
Bretcourt Securities CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.