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

7derivedfrom the current registration's begin date

Current registrations

2

Registered states

3

Exams

S65

First exam

Sep 18, 2019

Dual registered

no

Other names

Wetherill Cortright|Cortright Wetherill|Cortright Wetherill

IAPD individual key

7060728

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f3659770-410f-1e9d-fa4a-a5e9e88a95d1

First observed

Aug 1, 2016

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.