UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
New
Brice Eber-Morris
Financial advisor at Rockefeller Capital Management
Brice Eber-Morris is a fiduciary financial advisor in Dallas, Texas, registered since Dec 2025. After less than a year at Hilltop Securities, Brice joined Rockefeller Capital Management in 2026, 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office300 Crescent Court Suite 1450, Dallas, TX 75201
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
- Feb 2026 – nowRockefeller Financial LLCCurrent firm
- Dec 2025 – Feb 2026Hilltop Securities Inc.Previously
Questions to ask Brice
Tailored to Brice’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brice
How do I contact Brice?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Brice Eber-Morris. Brice works from the Dallas, TX office.
How long has Brice been a financial advisor?
Brice is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Brice hold?
Series 66. Tap any license on this page to see what it allows.
Is Brice a fiduciary?
Brice is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brice paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brice 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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