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Duncan Mcclave Wheeler

Rockefeller Financial LLC

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About Duncan Mcclave Wheeler

Duncan Mcclave Wheeler is a financial advisor registered with Rockefeller Financial LLC. Duncan Wheeler has been in the financial services industry for over 4 years and has a wide range of experience advising individuals, families, and businesses. Duncan Wheeler holds the Series 63, 65, 7TO, and SIE securities licenses. Duncan Wheeler is a Certified Financial Planner™ professional. Duncan Wheeler provides financial planning and portfolio management services to individuals, families, and businesses.

Firm Information

Duncan Wheeler 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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Duncan Wheeler’s Registration & Firm History

FL

06/16/2023 - Present

Rockefeller Financial LLC (WINTER PARK FL)

FL

09/11/2020 - 06/23/2023

TRUIST INVESTMENT SERVICES, INC. (WINTER PARK FL)

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Licenses & Designations

IA

Issued 10/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Duncan Mcclave Wheeler.
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