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Daniel Selcow

Rockefeller Capital Management
12 Years of Experience
New York, NY
1 DisclosureBroker
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Daniel Selcow is a registered investment advisor at Rockefeller Capital Management, based in New York, NY, with 12 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 6,490 clients with $37B in assets under management.

Rockefeller Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
346 advisors
Number of Clients
6,490 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$36.8B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary by strategy, mandate size, and asset class. Equity strategies typically range from 0.50% to 1.5% annually, and fixed income strategies typically range from 0.10% to 0.75% annually. Private equity strategies charge up to 2.0% of committed capital plus carried interest. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

45 Rockefeller Plaza, New York, NY, 10111

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History

Regulatory History (1)
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Employment Separation After Allegations
March 1994
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Daniel is a member of the Investment Advisory Sub-Committee for LearningSpring School, a non-profit organization, since 2012. He provides investment advice to help guide the advisory firm managing the endowment, dedicating minimal time to this activity.

Employment History
Current Registrations
Rockefeller Capital Management
March 2024 - Present · 2 yrs 7 mos
Rockefeller Financial LLCBroker
May 2023 - Present · 3 yrs 5 mos
Rockefeller Capital Management
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
First Republic Securities Company, LLCBroker
February 2018 - May 2023 · 5 yrs 3 mos
First Republic Investment Management, INC.
February 2015 - May 2023 · 8 yrs 3 mos
Bancomer Securities International INC.Broker
October 1994 - March 1995 · 5 mos
State Registrations15 states
CACTDEFLKYMAMDMONCNJNVNYTNTXVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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