UBS Financial Services
47yrs
Top 1% by experience in Atlanta
2yrs
Tatum Foreman
Financial advisor at Rockefeller Capital Management
Tatum Foreman is a fiduciary financial advisor in Atlanta, Georgia, with 2 years in the industry. Tatum joined Rockefeller Capital Management in 2026, after two years at Dimensional Fund Advisors. 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 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 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
- Mar 2026 – nowRockefeller Financial LLCCurrent firm
- May 2024 – Feb 2026Dimensional Fund Advisors LPPreviously
Contact Tatum
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 Tatum
Tailored to Tatum’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Tatum
How do I contact Tatum?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Tatum Foreman. Tatum works from the Atlanta, GA office.
How long has Tatum been a financial advisor?
Tatum has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Tatum hold?
Series 66. Tap any license on this page to see what it allows.
Is Tatum a fiduciary?
Tatum is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tatum paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Tatum 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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