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Anthony Ferrandino

Rockefeller Financial LLC

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About Anthony Ferrandino

Anthony Ferrandino is a registered investment advisor with Rockefeller Financial LLC, a firm with over 50 billion dollars in assets under management. Anthony specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Anthony has extensive experience in the financial industry, having worked for several reputable firms over the course of his career.

Firm Information

Anthony Ferrandino 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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Anthony Ferrandino’s Registration & Firm History

PA

10/18/2024 - Present

Rockefeller Financial LLC (Newtown PA)

NY

02/29/2008 - 04/01/2011

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

07/11/2005 - 02/29/2008

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

05/01/2001 - 07/06/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/05/2001 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/29/2000 - 02/05/2001

CHASE SECURITIES INC. (NEW YORK NY)

NY

01/21/1999 - 02/11/2000

INVESTEC ERNST & COMPANY (NEW YORK NY)

NY

09/20/1996 - 11/13/1998

E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)

NY

08/31/1994 - 02/24/1995

OPPENHEIMER & CO., INC. (NEW YORK NY)

NY

06/02/1993 - 07/22/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/05/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/01/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Anthony Ferrandino.
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