Ryan Holcomb is a registered investment advisor at Rockefeller Capital Management, based in Olympia, WA, with 7 years of industry experience. Ryan 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
711 S Capitol Way, Suite 705, Olympia, WA, 98501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is a committee member for HUB Sports Center, dedicating a few hours per week to planning and hosting events. He also works part-time for Gonzaga University as an Adjunct Professor and is a board member for the Spokane Alumni Association and the Dean's Business Board, spending minimal time on each of these roles.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
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