# STEFAN WILFORD OGLEVEE

STEFAN WILFORD OGLEVEE is an investment adviser representative (IAR) with state registration records since 2000, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROCKEFELLER CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/294197) | 2025-08-15 | present | Yes |
| [ROCKEFELLER FINANCIAL LLC](https://search.stillhousedata.com/firm/291361) | 2021-04-30 | present | Yes |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2011-05-12 | 2021-05-11 | — |
| [GOLDMAN SACHS WEALTH SERVICES, L.P.](https://search.stillhousedata.com/firm/106693) | 2000-12-04 | 2014-09-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3136277)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3136277.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.