TD
CFP
TD
CFP

Timothy Deygoo

15 Years of Experience
New York, NY
Broker

Timothy Deygoo is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in New York, NY, with 15 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 6,490 clients with $37B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
347 advisors
Number of Clients
6,490 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$36.8B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary by strategy, mandate size, and asset class. Equity strategies typically range from 0.50% to 1.5% annually, and fixed income strategies typically range from 0.10% to 0.75% annually. Private equity strategies charge up to 2.0% of committed capital plus carried interest. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

45 Rockefeller Plaza, New York, NY, 10111

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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
February 2024 - Present · 2 yrs 8 mos
Rockefeller Capital Management
April 2023 - Present · 3 yrs 6 mos
Rockefeller Financial LLCBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
First Republic Investment Management, INC.
January 2017 - May 2023 · 6 yrs 4 mos
First Republic Securities Company, LLCBroker
January 2017 - May 2023 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - January 2017 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - January 2017 · 6 yrs 2 mos
State Registrations36 states
ALARAZCACOCTDEFLGAILINKYLAMAMDMEMIMNNCNJNVNYOHOKORPARISCTNTXUTVAVTWAWIWY
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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