Eric Verhulst
Eric Verhulst is a registered investment advisor at Rockefeller Capital Management, based in Chesterfield, MO, with 32 years of industry experience. Eric 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
16090 Swingley Ridge Road, Chesterfield, MO, 63017
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Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Eric is a manager for Buck Island LLC (since 2015) and Buck Island A.Z. LLC (since 2018), both real estate related, spending minimal time on each. He is also a manager for A.Z. LLC (since 2019) which owns a minivan, and part owner of Short Bus, LLC (since 2024) which holds sprinter vans, spending minimal time on each.
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
Morgan Stanley Dw INC.Broker
State Registrations32 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.