Nicole Kianka is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Berwyn, PA, with 4 years of industry experience. Nicole 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Berwyn, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole maintains a PA law license since 2015 and works as a bartender since 2011, dedicating about 10% of her time to bartending. Neither activity is investment-related.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Financial LLC
Rockefeller Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
State Registrations23 states
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