UBS Financial Services
47yrs
Top 1% by experience in Atlanta
30yrs
Michael Hall
Full name on record: Michael PATRICK Hall
Financial advisor at Rockefeller Capital Management
Michael Hall has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Atlanta, Georgia. After two years at Merrill, Michael joined Rockefeller Capital Management in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience at Rockefeller Capital Management
Office3060 Peachtree Road, NW, Suite 110, Atlanta, GA 30305
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – now
- 2019 – nowRockefeller Financial LLCCurrent firm
- 2016 – 2019MerrillPreviously
- 1996 – 2016MerrillPreviously
Contact Michael
(212) 549-5100Firm headquarters in New York, NY. Ask for Michael. 3060 Peachtree Road, NW, Suite 110Atlanta, GA 30305Office · Get directions
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Michael Hall. Michael works from the Atlanta, GA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1996, about 30 years. Top 15% by experience at Rockefeller Capital Management.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael 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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