STEFAN MAX OGLEVEE is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2025-08-15 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2021-04-30 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2017-09-21 | 2021-05-11 | — |