Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Cahill is a financial advisor with over 6 years of experience in the industry. Kristen is currently registered with Rockefeller Financial LLC. Previous employers include Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Kristen holds FINRA Series 7, 10, 65 and 66 licenses, along with the Securities Industry Essentials Examination (SIE). Kristen is registered to provide investment advice in 53 states and the District of Columbia. Kristen specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Kristen's primary office is located in New York, NY at 45 Rockefeller Plaza, Floor 5.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
09/20/2021 - Present
Rockefeller Financial LLC (New York NY)
NY
10/22/2018 - 04/01/2020
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
10/07/2014 - 10/22/2018
MERCER ALLIED COMPANY, L.P. (NEW YORK NY)
IA
Issued 09/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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