MATTHEW WILLIAM WILLIS is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2024-02-23 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2023-10-06 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2014-10-09 | 2023-10-17 | — |