William Blair & Company
47yrs
Top advisor by experience in Illinois
30yrs
Matthew Richeda
Full name on record: Matthew Michael Richeda
Financial advisor at Rockefeller Capital Management
Based in Chicago, Illinois, Matthew Richeda is a fiduciary financial advisor with 30 years of industry experience. Matthew has been with Rockefeller Capital Management since 2021; before that, Matthew spent 21 years at Merrill. Matthew holds the CFP® designation.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience in Chicago
Office222 West Adams Suite 2450, Chicago, IL 60606
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?1 state
Services through Rockefeller Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – now
- 2021 – nowRockefeller Financial LLCCurrent firm
- 2000 – 2021MerrillPreviously
Contact Matthew
222 West Adams Suite 2450Chicago, IL 60606Office · Get directions Firm main line(212) 549-5100Headquarters: Rockefeller Capital Management · New York, NY
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Matthew Richeda. Matthew works from the Chicago, IL office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 1996, about 30 years. Top 14% by experience in Chicago.
What licenses does Matthew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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