Lisa Kitchin

from Rockefeller Capital Management
SEC regulated
Regulated Investment Advisor
Lisa Kitchin is a financial advisor based in New York, New York, with 12 years of experience. Lisa currently works for Rockefeller Capital Management. Lisa 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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Lisa Kitchin works at Rockefeller Capital Management
Rockefeller Capital Management is a financial advisor based in New York, New York. It currently has around $20,066,555,373 of assets under management and employs approximately 471 people. The main advice areas covered by Rockefeller Capital Management are: financial planning services, portfolio management for individuals and/or small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and), pension consulting services, selection of other advisers and investment consulting, tax, accounting, family office services, and investment reporting services. 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
12 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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