AUMdb
MT

Mathew Trevor Klody

CRD 7021884 Chartered Financial Analyst

Firms

FirmRoleAs of
Rockefeller Financial Llc Registered representative 07/20/2026
Rockefeller & Co. Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗