This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ROCKEFELLER CAPITAL MANAGEMENT

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Jan 14, 2021

First registration

Feb 19, 2021

Dual registered

yes, broker-dealer

Other names

Sierra Macken

IAPD individual key

7275179

• Occurred

  Jun 27, 2023
  Advisor changed firm

  Sierra Isabel Zora Macken left J.P. Morgan Private Wealth Advisors Llc for Rockefeller Capital Management (registered 2023-06-16)

  Form ADVobserved 5 days ago
• Occurred

  Jul 15, 2022
  Advisor changed firm

  Sierra Isabel Zora Macken left Equitable Advisors, Llc for J.P. Morgan Private Wealth Advisors Llc (registered 2022-07-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2b15fd20-1902-485c-0124-7a57e511f5d5

First observed

Feb 19, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.