Advisor at Rockefeller Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rockefeller Financial LLC
Location
Wellington, FL 33414
Credentials
CFA®, Series 63
Industry experience
8 years
Corey Tiller is a financial advisor at ROCKEFELLER Capital Management with eight years of industry experience. He holds the CFA® designation and Series 63 license. His prior roles include positions at Northern Trust and Spearhead Capital Advisors, LLC. ROCKEFELLER Capital Management is an enterprise firm with a team of 157 advisors.
Based on Rockefeller Financial LLC
Based on Rockefeller Financial LLC
Flat fees charged for certain financial planning reports and analyses
$0+: up to 2% annually for Non-Discretionary Investment Advisory and Consulting Services $0+: up to 1.25% annually for Retirement Plan Services (asset-based fee) $0+: up to 0.60% annually for Rockefeller Personalized Portfolios program fee (based on average daily balance)
Commission or transaction-based compensation for brokerage services and distribution fees/placement fees for certain alternative investments
Hourly rates charged for financial planning services, if applicable
Minimum fee: No minimum fee for Non-Discretionary Investment Advisory and Consulting Services; $5,000 minimum annual fee for Retirement Plan Services Fee-only: Flat fees or hourly fees for Financial Planning Services, negotiable and vary based on scope
12012 South Shore Blvd., Suite 112
Wellington, FL 33414
Florida · Texas
ROCKEFELLER Capital Management
2024 - Present (2 years)
Rockefeller Financial llc
2022 - Present (4 years)
Spearhead Capital Advisors, LLC
2017 - 2022 (5 years)
Northern Trust
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Investing Forever Advisory
My name is Trishul Patel, CFP®, MBA. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life. Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University. I have been investing for over two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of Southeast Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets. Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others. These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.
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