Wyatt Larsen
Wyatt Larsen is a registered investment advisor at Rockefeller Capital Management, based in Chicago, IL, with 27 years of industry experience. Wyatt 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
222 West Adams, Suite 2450, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Wyatt serves as a trustee for Meadowbrook School of Weston, a private school. His responsibilities include attending trustee meetings and committee service.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Rockefeller Financial LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley
Morgan Stanley Dw INC.Broker
Goldman, Sachs & CO.
Goldman, Sachs & CO.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations31 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.