Financial advisor
Corinne James Menacho
Now at Rockefeller · Blue Sandstone Wealth Partners · Stamford, CT
Registered as CORINNE JAMES MENACHO
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Blue Sandstone Wealth Partners | Morgan Stanley | Rockefeller | Lateral | August 10, 2026 | $550M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | Investment adviser | September 2, 2026 | Current |
| ROCKEFELLER CAPITAL MANAGEMENT | Investment adviser | August 10, 2026 | Current |
| ROCKEFELLER FINANCIAL LLC | Broker-dealer | August 10, 2026 | Current |
| MORGAN STANLEY | Investment adviser | January 13, 2017 | August 12, 2026 |
| MORGAN STANLEY | Broker-dealer | December 20, 2016 | August 12, 2026 |
| MORGAN STANLEY & CO., INCORPORATED | Broker-dealer | April 14, 2004 | February 24, 2005 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.