TrueAdvisor
TrueAdvisor
AG
AG

Alexa Justine Gernand

Rockefeller Capital Management
1 Year 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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Rockefeller Capital Management
July 2024 - Present · 1 yr 7 mos
Rockefeller Financial LLCBroker
May 2024 - Present · 1 yr 9 mos
State Registrations30 states
ALCACOCTFLGAILINKSLAMAMEMIMNMTNCNJNYOHOKPARISCTNTXUTVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.