Thomas Eastwood
Thomas Eastwood is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Winter Park, FL, with 35 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,950 clients with $70B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rockefeller Financial offers investment advisory services for a fee, either as a flat annual dollar amount or as a percentage of the value of your portfolio. The specific fee will depend on the type of advisory service you receive and will be agreed upon with your advisor. The fees you pay may differ from those paid by other clients, based on factors like the scope and size of your relationship, the complexity of your needs, and your advisor's approach.
Location
271 West Canton Ave., Suite 100, Winter Park, FL, 32789
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Regulatory History (1)
Customer Dispute
December 2000Other Business Activities
Thomas is a partner at White Caps LLC and a trustee for Edgewood Children's Ranch, a charitable organization. He dedicates minimal time to this role.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hibbard Brown & CO., INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.