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Angeline Pamela Newman
Rockefeller Capital Management
40 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
High Net Worth
Rockefeller Capital Management
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
876 advisors
Number of Clients
35,950 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$70.0B
Fee Structure
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Location
180 Park Ave, Suite 110, Florham Park, NJ, 07932
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
December 2008
Denied
Customer Dispute
March 2005
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Rockefeller Capital Management
April 2025 - Present · 10 mos
Rockefeller Capital Management
April 2025 - Present · 10 mos
Rockefeller Financial LLC
Broker
April 2025 - Present · 10 mos
Previous Registrations
UBS Financial Services INC.
Broker
September 2004 - April 2025 · 20 yrs 7 mos
UBS Financial Services INC.
September 2004 - April 2025 · 20 yrs 7 mos
Citigroup Global Markets INC.
May 2002 - October 2004 · 2 yrs 5 mos
Citigroup Global Markets INC.
Broker
July 1993 - October 2004 · 11 yrs 3 mos
Lehman Brothers INC.
Broker
November 1985 - July 1993 · 7 yrs 8 mos
State Registrations
30 states
AL
AZ
CA
CO
CT
DC
DE
FL
IA
IN
MA
MD
MI
NC
NH
NJ
NM
NV
NY
OH
OK
PA
RI
SC
TN
TX
VA
VT
WA
WY
Advisor
Broker
Both
Exams
No exam information available for this advisor.