Patrick Trucco
Patrick Trucco is a registered investment advisor at Rockefeller Capital Management, based in San Francisco, CA, with 10 years of industry experience. Patrick 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
Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111
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Regulatory History (1)
Regulatory
July 2004Other Business Activities
Patrick is a managing partner in Jackalope Properties LLC (real estate) and Cloud Veil LLC (land holding). He also serves on the boards of several non-profits and advises a family-run events business, dedicating minimal time to each.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
First Republic Securities Company, LLCBroker
J.P. Morgan Private Wealth Advisors LLC
Rmb Capital Management
State Registrations29 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.