Tyler Patterson

Employer firm

Summitry, LLC CRD 128586

$3.35B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 05/2016 → 12/2021
  T. Rowe Price
  Colorado Springs, CO
• 01/2022 → 12/2022
  Empower
  Colorado Springs, CO
• 06/2023 → Present
  Summmitry, Llc
  Foster City, CA
• 12/2022 → 06/2023
  Unemployed
  Colorado Springs, CO

Previous Registrations

• 2022-01-28 → 2022-12-22
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Colorado Springs, CO
• 2018-03-02 → 2022-01-10
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2018-03-01
• S63 Uniform Securities Agent State Law Examination
  2016-08-11

Designations

• Certified Financial Planner

Other Names

• Tyler James Patterson