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Ryan Walsh

Financial advisor at Rockefeller Capital Management

Ryan Walsh is a fiduciary financial advisor in Chicago, Illinois, registered since Jun 2026. Ryan joined Rockefeller Capital Management in 2026, 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 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, IL 60606Fiduciary advisor

At a glance

ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office222 West Adams Suite 2450, Chicago, IL 60606
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

  1. Sep 2026 – now

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ryan

How do I contact Ryan?

Call Rockefeller Capital Management at (212) 549-5100 and ask for Ryan Walsh. Ryan works from the Chicago, IL office.

How long has Ryan been a financial advisor?

Ryan is new to the profession, registered since Jun 2026, and holds 1 license.

What licenses does Ryan hold?

Series 66. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ryan 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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