Adam Scott Abramson

CFP

18 Years of Experience

BrokerSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth

Rockefeller Capital Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

336 advisors

Number of Clients

5,636 clients

Average Client Portfolio

$5.8M average

Assets Under Management

$32.6B

Fee Structure

Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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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.

Other Business ActivitiesSells Insurance

Adam is a licensed insurance agent with RCM Insurance Svces LLC, which is affiliated with the firm.

Employment History

Current Registrations

Rockefeller Capital Management

February 2024 - Present · 2 yrs

Rockefeller Capital Management

January 2020 - Present · 6 yrs 1 mo

Rockefeller Financial LLCBroker

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

Morgan Stanley

June 2009 - January 2020 · 10 yrs 7 mos

Morgan StanleyBroker

June 2009 - January 2020 · 10 yrs 7 mos

Citigroup Global Markets INC.

July 2007 - June 2009 · 1 yr 11 mos

Citigroup Global Markets INC.Broker

July 2007 - June 2009 · 1 yr 11 mos

State Registrations33 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.