Danielle Posillico
Financial advisor at Rockefeller Capital Management · New York, NY
Last updated 2026-10-10
Claim your profileDanielle Posillico is a financial advisor at Rockefeller Capital Management in New York, NY, CRD 6966698. Licenses and exams on the registration: Series 66. IAPD registration began 2018-09-26.
Registration
- CRD number
- 6966698
- Registration status
- Active
- IAPD registration
- 2018-09-26
- Industry Experience
- 8 years
- Work Experience
- 12 years
- States registered
- NY, TX
Licenses and exams
- Series 66
Work history
- 2017-06 to 2017-08 · Skanska · East Elmhurst, NY
- 2014-08 to 2018-06 · James Madison University · Harrisonburg, VA
- 2017-10 to 2017-10 · AXA Advisors · Falls Church, VA
- 2018-06 to 2018-07 · Unemployed · Northport, NY
- 2018-07 to 2018-10 · AXA Advisors, LLC · New York, NY
- 2018-12 to 2019-08 · Morgan Stanley · New York, NY
- 2019-08 to Present · Rockefeller Financial LLC · New York, NY
Current employment
- Rockefeller Financial LLC · New York, NY
Rockefeller Capital Management
- Regulatory AUM
- $99,603,487,232
- Registered advisors
- 1,040
- Offices
- 205
- Clients per advisor
- 48.4 (Low)
- Average AUM per client
- $2M (Low)
- High-net-worth client ratio
- 30.3% (Moderate)
Rockefeller Capital Management: advisors, services and reported ETF investments
About
Danielle Posillico is a financial advisor at Rockefeller Financial LLC, operating as Rockefeller Capital Management in New York, NY. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 12 years of reported work history. Reported roles include Morgan Stanley, AXA Advisors, LLC, Unemployed, James Madison University, among others.
Rockefeller Capital Management's firm-level Form ADV reports 1,040 advisors across 205 offices; approximately 48.4 clients per advisor, average assets per client of $1,980,504, and regulatory AUM of $99.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Rockefeller Capital Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
45 Rockefeller Plaza, New York, NY 10111
225 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Danielle Posillico?
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