Oxbow Advisors
47yrs
Top advisor by experience in Austin
41yrs
Rusty Tally
Financial advisor at Rockefeller Capital Management
Based in Austin, Texas, Rusty Tally is a fiduciary financial advisor with 41 years of industry experience. Rusty has been with Rockefeller Capital Management since 2024; before that, Rusty spent 16 years at UBS Financial Services and two years at Morgan Stanley & Co.. 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 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 2% by experience in Austin
Office200 W 6th Street, Suite 2600, Austin, TX 78701
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 – nowRockefeller Financial LLCCurrent firm
- 2008 – 2024UBS Financial Services Inc.Previously
- Apr 2007 – Dec 2008Morgan Stanley & Co. LLCPreviously
- 1990 – 2007Morgan Stanley DW Inc.Previously
Contact Rusty
(212) 549-5100Firm headquarters in New York, NY. Ask for Rusty. 200 W 6th Street, Suite 2600Austin, TX 78701Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Rusty
Tailored to Rusty’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Rusty
How do I contact Rusty?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Rusty Tally. Rusty works from the Austin, TX office.
How long has Rusty been a financial advisor?
Rusty has been in the industry since 1985, about 41 years. Top 2% by experience in Austin.
What licenses does Rusty hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Rusty a fiduciary?
Rusty is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rusty paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Rusty 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.
Other advisors nearby
MML Investors Services
47yrs
Top advisor by experience at MML Investors Services
Prospera Financial Services
47yrs
Top advisor by experience at Prospera Financial Services
Stuart Investment Advisors
47yrs
Top 1% by experience in Austin
Merrill
46yrs
Top 1% by experience in Austin
J.P. Morgan Securities
46yrs
Top 1% by experience in Austin