TrueAdvisor
TrueAdvisor
AS
AS

Amanda Louise Sass

Rockefeller Capital Management
14 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

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

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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
November 2019 - Present · 6 yrs 3 mos
Rockefeller Financial LLCBroker
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Rockefeller Capital Management
April 2024 - November 2025 · 1 yr 7 mos
Morgan Stanley
November 2014 - November 2019 · 5 yrs
Morgan StanleyBroker
June 2014 - November 2019 · 5 yrs 5 mos
J.P. Morgan Securities LLCBroker
March 2011 - July 2014 · 3 yrs 4 mos
State Registrations39 states
AKALAZCACOCTDCDEFLGAHIILKYMAMDMEMIMONCNHNJNVNYOHORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.