Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Holbrook is a financial advisor at Rockefeller Financial LLC. Matthew is a Series 66, Series 7 and SIE licensed advisor with over 13 years of experience in the financial services industry. Matthew has worked at various financial institutions, including Raymond James & Associates, Inc., Deutsche Bank Securities Inc., and Citigroup Global Markets Inc. Prior to joining Rockefeller Financial LLC, Matthew was a financial advisor at Raymond James & Associates, Inc. Matthew specializes in providing financial planning, investment management, and retirement planning services to high-net-worth individuals, families, and charitable organizations.
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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2
CT
08/18/2022 - Present
Rockefeller Financial LLC (Stamford CT)
CT
09/06/2016 - 08/24/2022
RAYMOND JAMES & ASSOCIATES, INC. (Greenwich CT)
CT
12/02/2010 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (GREENWICH CT)
NY
06/07/2010 - 11/23/2010
NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)
NY
04/07/2009 - 05/26/2010
CITIGROUP GLOBAL MARKETS INC. (BRONXVILLE NY)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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