Timothy O'hara
Timothy O'hara is a registered investment advisor at Rockefeller Capital Management, based in New York, NY, with 29 years of industry experience. Timothy 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
45 Rockefeller Plaza, Floor 5, New York, NY, 10111
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Regulatory History
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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Timothy is a board member for Greenslate, an outsourced payroll and accounting service, and Albany Law School, a non-profit entity, dedicating minimal time to each. He also serves as trustee for the Kathryn A Farrell Trust, managing assets and filing tax returns, spending minimal time on this activity.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Financial LLC
Rockefeller Financial LLCBroker
Previous Registrations
Mercer Allied Company, L.P.Broker
State Registrations53 states
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