TrueAdvisor
TrueAdvisor
AB
AB

Allison Leigh Booher

Rockefeller Capital Management
20 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Rockefeller Capital Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
876 advisors
Number of Clients
35,950 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$70.0B

Fee Structure

Location

271 West Canton Ave., Suite 100, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rockefeller Capital Management
June 2023 - Present · 2 yrs 8 mos
Rockefeller Financial LLCBroker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Truist Advisory Services, INC.
August 2016 - June 2023 · 6 yrs 10 mos
Suntrust Investment Services, INC.
September 2005 - December 2016 · 11 yrs 3 mos
Truist Investment Services, INC.Broker
June 2005 - June 2023 · 18 yrs
State Registrations19 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.