Adam Wade Deal

17 Years of Experience

Broker

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 Activities

Adam is a member of DNA Holdings LLC, an investment holding company, since 2021. He dedicates minimal time to this activity, which involves passive investments.

Employment History

Current Registrations

Rockefeller Capital Management

November 2025 - Present · 3 mos

Rockefeller Capital Management

January 2022 - Present · 4 yrs 1 mo

Rockefeller Financial LLCBroker

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Truist Advisory Services, INC.

February 2021 - November 2021 · 9 mos

Truist Investment Services, INC.Broker

February 2021 - November 2021 · 9 mos

Bb&t Securities, LLC

January 2018 - February 2021 · 3 yrs 1 mo

Bb&t Securities, LLCBroker

January 2018 - February 2021 · 3 yrs 1 mo

Bb&t Investment Services, INC.Broker

February 2011 - January 2018 · 6 yrs 11 mos

Bb&t Investment Services, INC.

January 2011 - January 2018 · 7 yrs

Bb&t Asset Management, INC.

November 2007 - November 2010 · 3 yrs

State Registrations25 states

ALCACOCTDCDEFLGAILINLAMAMDMIMNMTNCNHNJNYOHPASCSDTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.