Sourcing
Firms
People
Sources
MATHEW TREVOR KLODY
C
5
IAR CRD 7021884
·
Industry start 2019-03-05
Identity
Legal name
MATHEW TREVOR KLODY
brokercheck
CRD
7021884
NPN
—
Career
Previous employments
WHITNELL & CO
2020-11-20
KEEBECK WEALTH MANAGEMENT LLC
2018-09-24
brokercheck
Current branches
ROCKEFELLER FINANCIAL LLC
ROCKEFELLER CAPITAL MANAGEMENT
▸ Show all (+1)
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Designations
—
Education
—
BrokerCheck signals
Industry start
2019-03-05
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Est. age
29
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Age confidence
—
Est. birth year
1997
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
No
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Firm affiliations
1
ROCKEFELLER & CO. LLC
IAR
CRD 294197