Abigail Williams Gentry

Rockefeller Capital Management

7 Years of Experience

Broker

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

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.

Employment History

Current Registrations

Rockefeller Financial LLCBroker

March 2022 - Present · 3 yrs 11 mos

Rockefeller Capital Management

March 2022 - Present · 3 yrs 11 mos

Previous Registrations

Morgan Stanley

June 2019 - March 2022 · 2 yrs 9 mos

Morgan StanleyBroker

March 2018 - March 2022 · 4 yrs

State Registrations21 states

ALAZCACODEFLGAILKYMEMIMSMTNCNYOHSCSDTNTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.