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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

JUSTIN PACE RYAN

Advisor at ROCKEFELLER CAPITAL MANAGEMENT

ATLANTA, GA | Jacksonville Beach, FL | JACKSONVILLE BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4071a557-d0e7-1ead-135d-6287e87f3c66

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Mar 19, 2003 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Justin Pace Ryan

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: May 31, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 3
Exams: S66
First exam: May 31, 2001
First registration: Mar 19, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4365276

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Mar 3, 2026	n/a	yes	Jacksonville Beach, FL	Current employment
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Jan 2, 2019	n/a	yes	ATLANTA, GA\|JACKSONVILLE BEACH, FL	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 26, 2009	Dec 18, 2018	no	ATLANTA, GA\|PONTE VEDRA BEACH, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Mar 19, 2003	Jan 29, 2009	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	ROCKEFELLER CAPITAL MANAGEMENT	Dec 18, 2018	Jan 2, 2019	15	Firm change	Wirehouse to new firm
CITIGROUP GLOBAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Jan 29, 2009	Jan 26, 2009	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:291361:FL:2018-12-18	Dec 18, 2018	Jan 2, 2019	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (4)

→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Mar 3, 2026 to presentfactForm ADV
→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Jan 2, 2019 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 26, 2009 to Dec 18, 2018factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Mar 19, 2003 to Jan 29, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4071a557-d0e7-1ead-135d-6287e87f3c66
First observed: Mar 19, 2003
Last observed: Sep 15, 2026 6 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.

JUSTIN PACE RYAN

Advisor at ROCKEFELLER CAPITAL MANAGEMENT

ATLANTA, GA | Jacksonville Beach, FL | JACKSONVILLE BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4071a557-d0e7-1ead-135d-6287e87f3c66

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ROCKEFELLER CAPITAL MANAGEMENT

Bd affiliated wealth

Mar 3, 2026

n/a

yes

Jacksonville Beach, FL

Current employment

ROCKEFELLER CAPITAL MANAGEMENT

Bd affiliated wealth

Jan 2, 2019

n/a

yes

ATLANTA, GA|JACKSONVILLE BEACH, FL

Current employment

UBS FINANCIAL SERVICES INC.

Wirehouse

Jan 26, 2009

Dec 18, 2018

ATLANTA, GA|PONTE VEDRA BEACH, FL

Previous registration

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

Mar 19, 2003

Jan 29, 2009

ATLANTA, GA|ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

UBS FINANCIAL SERVICES INC.

ROCKEFELLER CAPITAL MANAGEMENT

Dec 18, 2018

Jan 2, 2019

Firm change

Wirehouse to new firm

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

Jan 29, 2009

Jan 26, 2009

-3

Firm change

Other

Team

Left

Joined

From

Kind

8174:291361:FL:2018-12-18

Dec 18, 2018

Jan 2, 2019

PONTE VEDRA BEACH, FL

Firm change