April Leigh Gay

12 Years of Experience

Broker

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth

Rockefeller Capital Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

336 advisors

Number of Clients

5,636 clients

Average Client Portfolio

$5.8M average

Assets Under Management

$32.6B

Fee Structure

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.

Employment History

Current Registrations

Rockefeller Capital Management

February 2024 - Present · 2 yrs

Rockefeller Capital Management

January 2020 - Present · 6 yrs 1 mo

Rockefeller Financial LLCBroker

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

Morgan Stanley

April 2015 - January 2020 · 4 yrs 9 mos

Morgan StanleyBroker

September 2014 - January 2020 · 5 yrs 4 mos

E*trade Securities LLCBroker

August 2013 - September 2014 · 1 yr 1 mo

State Registrations33 states

AKALCACOCTDCDEFLGAIAIDILINLAMAMDMEMINCNHNJNMNVNYOHORPASCTNTXVAWAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.