Lorna Meyer
Lorna Meyer is a registered investment advisor at Rockefeller Capital Management, based in San Francisco, CA, with 49 years of industry experience. Lorna 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
Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Lorna is a trustee for the Foundation of the Fine Arts Museums, a committee member for the Sovereign Order Knights of St. John, and a committee member for the Museum of Modern Art. These activities involve charitable work and museum acquisitions, requiring minimal time annually.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities INC.Broker
Hambrecht & Quist LLCBroker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
A.G. Becker Paribas IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations21 states
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.