Cetera Investment Advisers
41yrs
Top advisor by experience in Hamilton
7yrs
Sean Smith
Full name on record: Sean Robert Smith
Financial advisor at Rockefeller Capital Management
Based in Hamilton, New Jersey, Sean Smith is a fiduciary financial advisor with 7 years of industry experience. Sean joined Rockefeller Capital Management in 2026, after seven 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 57 advisors with offices in Hamilton, and one of 55 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office2445 Kuser Road, Suite 302 Zone B, Hamilton, NJ 08690
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
- Jul 2026 – nowRockefeller Financial LLCCurrent firm
- 2020 – 2026MerrillPreviously
Contact Sean
(212) 549-5100Firm headquarters in New York, NY. Ask for Sean. 2445 Kuser Road, Suite 302 Zone BHamilton, NJ 08690Office · Get directions
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Questions to ask Sean
Tailored to Sean’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 Sean
How do I contact Sean?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Sean Smith. Sean works from the Hamilton, NJ office.
How long has Sean been a financial advisor?
Sean has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Sean hold?
Series 66. Tap any license on this page to see what it allows.
Is Sean a fiduciary?
Sean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sean paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sean 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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