UBS Financial Services
47yrs
Top 1% by experience in Atlanta
3yrs
Based in Atlanta, Georgia, Avery Rowe is a fiduciary financial advisor with 3 years of industry experience. Avery joined Rockefeller Capital Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Rockefeller Capital Management reports being 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
Experience3 years (since 2023)
How that compares ?3 years in the industry
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowRockefeller Financial LLCCurrent firm
Contact Avery
3060 Peachtree Road, NW, Suite 110Atlanta, GA 30305Office · Get directions Firm main line(212) 549-5100Headquarters: Rockefeller Capital Management · New York, NY
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Questions to ask Avery
Tailored to Avery’s registration and firm.
- 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 Avery
How do I contact Avery?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Avery Rowe. Avery works from the Atlanta, GA office.
How long has Avery been a financial advisor?
Avery has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Avery hold?
Series 66. Tap any license on this page to see what it allows.
Is Avery a fiduciary?
Avery is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Avery paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Avery 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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