JR
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Justin Ryan

24 Years of Experience
Atlanta, GA
1 DisclosureBroker

Justin Ryan is a registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 24 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,636 clients with $33B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
5,636 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$32.6B

Fee Structure

Investment management only (planning not offered)

RAM's fees for separately managed accounts typically range from 0.50% to 1.5% annually for equity strategies and from 0.10% to 0.75% annually for fixed income strategies, depending on the investment strategy and the amount invested. Some fixed income strategies are available at no fee to private wealth clients through a wrap fee program. The standard fee for the Long/Short Equity Strategy is 1.5% annually plus a 20% performance fee. The standard fee for the FinTech Venture Capital strategy is 2.0% annually plus a 20% carried interest. The standard fee for its Growth Equity strategy is a 2.0% annual investment advisory fee (with the fee rate stepping down after the investment period) and a 20% carried interest, subject to a preferred return.

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Location

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

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History

Regulatory History (1)
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Customer Dispute
May 2008
Settled
Other Business Activities

Justin is the managing member of Mascot Holdings LLC, a single-person LLC that owns a vacation home. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Rockefeller Capital Management
March 2026 - Present · 2 mos
Rockefeller Capital Management
January 2019 - Present · 7 yrs 4 mos
Rockefeller Financial LLCBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - December 2018 · 9 yrs 11 mos
UBS Financial Services INC.Broker
January 2009 - December 2018 · 9 yrs 11 mos
Citigroup Global Markets INC.
March 2003 - January 2009 · 5 yrs 10 mos
Citigroup Global Markets INC.Broker
November 2002 - January 2009 · 6 yrs 2 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
April 2001 - October 2002 · 1 yr 6 mos
State Registrations27 states
ALAZCACOCTDEFLGALAMAMDMIMTNCNJNYOHPARISCTNTXVAVirgin IslandsWAWIWY
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.