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William C Reed

Rockefeller Financial LLC

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About William C Reed

William C Reed is a financial advisor with Rockefeller Financial LLC. William has been in the industry since 2023. William is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and holds a Series 7 and Series 63 license. William is also licensed to provide investment advice in all 50 states. William specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and charitable organizations. William has worked previously at Morgan Stanley.

Firm Information

William Reed 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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William Reed’s Registration & Firm History

MD

11/14/2023 - Present

Rockefeller Financial LLC (Bethesda MD)

NY

07/10/2023 - 11/21/2023

MORGAN STANLEY (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William C Reed.
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