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CFP

Cory Bryson

Rockefeller Capital Management
27 Years of Experience
Atlanta, GA
Broker
View SEC Summary
View SEC Summary

Cory Bryson is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 27 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 50,292 clients with $100B in assets under management.

Rockefeller Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1037 advisors
Number of Clients
50,292 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$99.6B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Non-discretionary investment advisory and consulting fees are negotiable and max out at 2% of assets under management. Retirement plan services charge up to 1.25% with a $5,000 minimum annual fee.

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

Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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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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Employment History
Current Registrations
Rockefeller Capital Management
April 2019 - Present · 7 yrs 6 mos
Rockefeller Financial LLCBroker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2007 - January 2019 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - January 2019 · 11 yrs 2 mos
Deutsche Bank Securities INC.
July 2004 - November 2006 · 2 yrs 4 mos
Deutsche Bank Securities INC.Broker
May 2004 - November 2006 · 2 yrs 6 mos
AXA Advisors, LLCBroker
September 2000 - February 2004 · 3 yrs 5 mos
Invest Financial CorporationBroker
April 1999 - May 2000 · 1 yr 1 mo
Uvest Investment ServicesBroker
June 1998 - March 1999 · 9 mos
Pruco Securities CorporationBroker
August 1997 - June 1998 · 10 mos
State Registrations26 states
ALARAZCACOCTDEFLGAILMAMDMIMONCNHNJNVNYOHOKSCTNTXUTWY
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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