Peter I. Isaac Myers

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 05/2019
  Ubs Financial Services Inc.
  San Francisco, CA
• 05/2019 → 12/2020
  Raymond James & Associates, Inc.
  San Francisco, CA
• 12/2020 → 04/2025
  Rbc Capital Markets, Llc
  Dallas, TX
• 04/2025 → Present
  Rockefeller Financial Llc
  Dallas, TX
• 04/2025 → Present
  Rockefeller Capital Management
  Dallas, TX

Previous Registrations

• 2020-12-07 → 2025-05-02
  Rbc Capital Markets, Llc
  San Francisco, CA
  Dallas, TX
  Dallas, TX
• 2019-05-30 → 2020-12-15
  Raymond James & Associates, Inc.
  San Francisco, CA
  Scottsdale, AZ
  Scottsdale, AZ
• 2014-06-16 → 2019-06-10
  Ubs Financial Services Inc.
  San Francisco, CA
  Scottsdale, AZ
• 2011-10-06 → 2014-07-05
  Morgan Stanley
  San Francisco, CA
  San Francisco, CA
  Cleveland, OH
• 2010-09-24 → 2011-09-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
  Chesterfield, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-23
• S63 Uniform Securities Agent State Law Examination
  2010-06-14

Other Names

• Pete Isaac Myers
• Peter Isaac Myers
• Pete Myers Peter Myers