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Emery Bourne

Rockefeller Financial LLC

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About Emery Bourne

Emery Bourne is a registered investment advisor representative with over 20 years of experience in the financial services industry. Emery holds a Series 7, Series 63, and Series 65 license and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Emery has been registered with Rockefeller Financial LLC since 2020 and has previous experience with Morgan Stanley. Emery currently provides financial services to individuals, corporations, and charitable organizations.

Firm Information

Emery Bourne 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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Emery Bourne’s Registration & Firm History

GA

07/29/2021 - Present

Rockefeller Financial LLC (ATLANTA GA)

GA

10/20/2011 - 01/14/2020

MORGAN STANLEY (ATLANTA GA)

GA

06/01/2009 - 06/18/2010

MORGAN STANLEY SMITH BARNEY (ATLANTA GA)

GA

08/20/1998 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emery Bourne.
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