Morgan Stanley
43yrs
Top advisor by experience in Jackson
33yrs
David Higgins
Full name on record: David Patrick Higgins
Financial advisor at Rockefeller Capital Management
David Higgins is a fiduciary financial advisor in Jackson, Wyoming, with 33 years in the industry. David joined Rockefeller Capital Management in 2019, after 21 years at Merrill. Rockefeller Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 58 advisors with offices in Jackson, and one of 45 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 9% by experience at Rockefeller Capital Management
OfficeJackson, WY
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – now
- 2019 – nowRockefeller Financial LLCCurrent firm
- 1998 – 2019MerrillPreviously
Contact David
(212) 549-5100Firm headquarters in New York, NY. Ask for David. Jackson, WYOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Rockefeller Capital Management at (212) 549-5100 and ask for David Higgins. David works from the Jackson, WY office.
How long has David been a financial advisor?
David has been in the industry since 1993, about 33 years. Top 9% by experience at Rockefeller Capital Management.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David 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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