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Sabina Hoinkiss Lien

Rockefeller Financial LLC

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About Sabina Hoinkiss Lien

Sabina Lien is an Investment Advisor Representative with Rockefeller Financial LLC and has been in the industry since November 14, 1994. Sabina is a Certified Financial Planner and holds a Series 6, 7, 24, 31, and 63 and SIE licenses. Sabina specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

Sabina Lien 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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Sabina Lien’s Registration & Firm History

GA

06/16/2023 - Present

Rockefeller Financial LLC (ATLANTA GA)

FL

11/11/1995 - 06/23/2023

TRUIST INVESTMENT SERVICES, INC. (WINTER PARK FL)

NE

01/21/1994 - 01/16/1995

LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)

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Licenses & Designations

IA

Issued 12/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 01/18/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/18/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sabina Hoinkiss Lien.
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