Anis Salah

8 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

Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111

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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

March 2024 - Present · 1 yr 11 mos

Rockefeller Financial LLCBroker

March 2024 - Present · 1 yr 11 mos

Rockefeller Capital Management

March 2024 - Present · 1 yr 11 mos

Previous Registrations

J.P. Morgan Securities LLC

March 2024 - March 2024 · 0 mos

J.P. Morgan Securities LLCBroker

September 2023 - March 2024 · 6 mos

J.P. Morgan Private Wealth Advisors LLC

April 2018 - March 2024 · 5 yrs 11 mos

First Republic Securities Company, LLCBroker

November 2017 - September 2023 · 5 yrs 10 mos

State Registrations18 states

AKCACOFLHIIDMANVNYOHORPATXUTVAVTWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.