KERI TAN CHAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2025-02-21 | present | Yes |
| ROCKEFELLER CAPITAL MANAGEMENT | 2025-02-21 | 2025-11-06 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-11-14 | 2025-02-24 | — |