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Amy Lynn Labarge

Rockefeller Financial LLC

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About Amy Lynn Labarge

Amy Labarge is a financial advisor with Rockefeller Financial LLC. Amy has been working in the financial industry since 2014. Amy has offices in Atlanta, GA and is registered to provide financial advice in 42 states. Amy is a Series 66, Series 7, Series 9, Series 10, and SIE licensed individual. Amy has experience working with clients from all backgrounds, including individuals, families, corporations and institutions.

Firm Information

Amy Labarge is currently registered with Rockefeller Financial LLC. Rockefeller Financial LLC is a Limited Liability Company formed in 2017 and headquartered in New York, NY. The firm has over 500 employees and manages over $50 billion in assets for clients including high-net-worth individuals, corporations, and charitable organizations. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. They are registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.
Rockefeller Financial LLC

45 ROCKEFELLER PLAZA

NEW YORK, NY 10111

$51.82B

Assets Under Management

161

Total Clients

747

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Labarge’s Registration & Firm History

GA

04/29/2022 - Present

Rockefeller Financial LLC (ATLANTA GA)

GA

11/17/2014 - 02/22/2022

MORGAN STANLEY (Atlanta GA)

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Licenses & Designations

BOTH

Issued 05/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/27/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Lynn Labarge.
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