MG
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Michael Gamber

12 Years of Experience
New York, NY
Broker

Michael Gamber is a registered investment advisor at Rockefeller Capital Management, based in New York, NY, with 12 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
944 advisors
Number of Clients
35,950 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$70.0B

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.

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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
July 2020 - Present · 5 yrs 10 mos
Rockefeller Financial LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2014 - July 2020 · 5 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2014 - July 2020 · 5 yrs 9 mos
Morgan Stanley
October 2013 - November 2014 · 1 yr 1 mo
Morgan StanleyBroker
September 2013 - November 2014 · 1 yr 2 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAHIILMAMDMEMIMONCNJNVNYOHORPARISCSDTNTXUTVAVTVirgin IslandsWAWY
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.