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Justin Pace Ryan

Rockefeller Financial LLC

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About Justin Pace Ryan

Justin Pace Ryan is a financial advisor at Rockefeller Financial LLC. Justin has been in the financial services industry since 2001. Justin holds the Series 7, Series 31, and Series 66 licenses. Justin's past employment includes UBS Financial Services Inc. and Citigroup Global Markets Inc. Justin has specialized in portfolio management for businesses and individuals and offers financial planning and pension consulting services.

Firm Information

Justin Ryan 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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Justin Ryan’s Registration & Firm History

GA

10/01/2021 - Present

Rockefeller Financial LLC (ATLANTA GA)

GA

01/09/2009 - 12/18/2018

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

GA

11/26/2002 - 01/29/2009

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

NJ

04/24/2001 - 10/03/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 05/31/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 04/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Justin Pace Ryan. Review regulatory record here.
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