KB
Keith Bernard
from Rockefeller Capital Management
Keith Bernard is a financial advisor based in New York, New York,
with 14 years of experience. Keith currently works for
Rockefeller Capital Management.
Keith maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Keith Bernard works at Rockefeller Capital Management
Rockefeller Capital Management is a financial advisory firm based in New York, New York. It currently has approximately $20,066,555,373 of assets under management and employs about 471 people. Rockefeller Capital Management uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
45 Rockefeller Plaza, Floor 5, New York, New York, 10111
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