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Caryn Marie Minns

Rockefeller Financial LLC

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About Caryn Marie Minns

Caryn Marie Minns is a financial advisor with Rockefeller Financial LLC located in Palm Beach Gardens, FL. Caryn has been in the industry since 2012. She holds the Series 63, SIE and Series 7 licenses. Caryn has previously worked at TRUIST INVESTMENT SERVICES, INC., BB&T SECURITIES, LLC, RAYMOND JAMES & ASSOCIATES, INC. and DEUTSCHE BANK SECURITIES INC.. Caryn is registered in 35 states and is currently registered with FINRA and the state of Florida. Caryn specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Caryn Minns 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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Caryn Minns’s Registration & Firm History

FL

11/12/2021 - Present

Rockefeller Financial LLC (Palm Beach Gardens FL)

FL

02/17/2021 - 11/16/2021

TRUIST INVESTMENT SERVICES, INC. (Palm Beach FL)

FL

10/31/2017 - 02/17/2021

BB&T SECURITIES, LLC (Palm Beach FL)

FL

09/06/2016 - 10/23/2017

RAYMOND JAMES & ASSOCIATES, INC. (Miami FL)

FL

09/12/2012 - 09/06/2016

DEUTSCHE BANK SECURITIES INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 01/04/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caryn Marie Minns.
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