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Thomas Andrew McDavid

Rockefeller Financial LLC

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About Thomas Andrew McDavid

Thomas McDavid is a financial advisor at Rockefeller Financial LLC and has been working in the financial industry since 1999. Thomas has a Series 7 and Series 66 license and is registered with FINRA and the state of Georgia. Thomas McDavid has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Thomas McDavid provides financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Before joining Rockefeller Financial LLC, Thomas McDavid worked at Morgan Stanley and Merrill Lynch.

Firm Information

Thomas McDavid 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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Thomas McDavid’s Registration & Firm History

GA

01/21/2020 - Present

Rockefeller Financial LLC (ATLANTA GA)

GA

06/22/2012 - 01/23/2020

MORGAN STANLEY (ATLANTA GA)

GA

04/15/1999 - 06/26/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 06/01/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Andrew McDavid.
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