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Jacqueline Byrne

33 Years of Experience
Angola, NY
Broker

Jacqueline Byrne is a registered investment advisor at Rockefeller Capital Management, based in Angola, NY, with 33 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,636 clients with $33B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
5,636 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$32.6B

Fee Structure

Investment management only (planning not offered)

RAM's fees for separately managed accounts typically range from 0.50% to 1.5% annually for equity strategies and from 0.10% to 0.75% annually for fixed income strategies, depending on the investment strategy and the amount invested. Some fixed income strategies are available at no fee to private wealth clients through a wrap fee program. The standard fee for the Long/Short Equity Strategy is 1.5% annually plus a 20% performance fee. The standard fee for the FinTech Venture Capital strategy is 2.0% annually plus a 20% carried interest. The standard fee for its Growth Equity strategy is a 2.0% annual investment advisory fee (with the fee rate stepping down after the investment period) and a 20% carried interest, subject to a preferred return.

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Location

Angola, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacqueline owns rental property in Angola, NY, which she maintains by handling upkeep and taxes. She devotes no time to this activity during business hours.

Employment History
Current Registrations
Rockefeller Capital Management
August 2024 - Present · 1 yr 9 mos
Rockefeller Capital Management
March 2020 - Present · 6 yrs 2 mos
Rockefeller Financial LLC
March 2020 - Present · 6 yrs 2 mos
Rockefeller Financial LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - March 2020 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - March 2020 · 2 yrs 5 mos
UBS Financial Services INC.
March 2016 - September 2017 · 1 yr 6 mos
UBS Financial Services INC.Broker
March 2016 - September 2017 · 1 yr 6 mos
Credit Suisse Securities (USA) LLCBroker
January 2015 - March 2016 · 1 yr 2 mos
Credit Suisse Securities (USA) LLC
January 2015 - March 2016 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - December 2014 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - December 2014 · 2 yrs
Credit Suisse Securities (USA) LLC
August 2007 - December 2012 · 5 yrs 4 mos
Credit Suisse Securities (USA) LLCBroker
April 2006 - December 2012 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
January 1999 - May 2006 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - November 1998 · 1 yr
Bt Alex. Brown IncorporatedBroker
September 1997 - October 1997 · 1 mo
Alex. Brown & Sons IncorporatedBroker
May 1993 - September 1997 · 4 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1992 - March 1993 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.