Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Schuyler Quackenbush is an Investment Advisor Representative registered with Rockefeller Financial LLC and Rockefeller Capital Management in Georgia and Texas. Peter has been in the securities industry since August 2004, and his experience includes previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Peter holds the Series 31, Series 7, and SIE exams. Peter also serves as the owner of Quackenbush Holdings LLC, a real estate holdings company located in Atlanta, GA. Peter is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of the firm.
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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GA
06/17/2021 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
10/31/2008 - 01/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
04/02/2007 - 11/04/2008
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
08/04/2004 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
BOTH
Issued 10/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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