GM
GM

Glenn Mealey

11 Years of Experience
Dallas, TX
Broker

Glenn Mealey is a registered investment advisor at Rockefeller Capital Management, based in Dallas, TX, with 11 years of industry experience. Glenn 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

300 Crescent Court, Suite 1450, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Glenn is an advisory board member for the Houston chapter of U.S. Vets, a non-profit charitable organization. He dedicates minimal time to this role.

Employment History
Current Registrations
Rockefeller Capital Management
August 2025 - Present · 9 mos
Rockefeller Capital Management
June 2023 - Present · 2 yrs 11 mos
Rockefeller Financial LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - June 2023 · 9 yrs 2 mos
State Registrations24 states
ALARAZCACOCTDEFLGALAMAMSMTNCNMNYOHOKSCTXUTVAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.