Zachary J Bond-Stefo
Investment Adviser Representative at Rockefeller Capital Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary J. Bond-Stefo is an investment adviser representative with Rockefeller Capital Management in Ponte Vedra, FL, where they have been registered since 2022. They have worked in the securities industry since 2019 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado, Florida, and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Florida, Texas
- Broker:
38 states and territories
Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 – Feb 2022Denver, CO
- Adams Bank and TrustFeb 2019 – May 2019Longmont, CO
- Central Michigan UniversityJun 2018 – Dec 2018Mt Pleasant, MI
- Colorado State UniversitryJan 2018 – Jun 2018Fort Collins, CO
- Colorado State UniversityMay 2014 – Aug 2017Fort Collins, CO
- Florida Atlantic UniversityAug 2017 – Aug 2019Boca Raton, FL
- BANK OF America, N.A.Aug 2019 – Feb 2022Denver, CO
- Rockefeller Financial LLCFeb 2022 – Aug 2022Denver, CO
- Rockefeller Financial LLCAug 2022 – no end date reportedPonte Vedra, FL
- Rockefeller Capital ManagementAug 2025 – no end date reportedPonte Vedra, FL
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Rockefeller Capital Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 995
- Offices listed on AdvisorFinder:
- 47
- Main office:
- New York, NY
- SEC file number:
- 801-114033
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary J Bond-Stefo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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