Stacie Leigh Harris Boyle

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

• 08/2020 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodlands, TX
• 08/2008 → 08/2020
  Bank Of America
  Houston, TX
• 08/2016 → 05/2021
  University Of Houston Downtown
  Houston, TX
• 11/2020 → Present
  Rockefeller Financial Llc
  Houston, TX

Previous Registrations

• 2022-10-21 → 2022-11-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX
  New York, NY

Other Businesses

Bailey Middle School PTO Not investment related 3377 James C Leo, Spring, TX, 77373 Parent Teacher Organization/Education Parent Volunteer PTO Secretary This is my son's middle school he currently attends 8/16/2022 4 hours per month devoted to this 0 hours during securities trading hours, it's all after school hours and on weekends only I attend the PTO meetings to take meeting minutes, I update the PTO website, and I volunteer as needed at school functions. 2) Door Dash Inc. 303 2nd St., Suite 800, San Francisco, CA 94107. Not Investment Related. Independent contractor. 10/28/2023. 24 hours per month and 0 hours during trading hours. Deliver food to door dash customers. 3) Uber; Non-Investment Related; 1455 Market St., #400, San Francisco, CA 94103; Independent Contractor; Driver, 07/22/2024; 32 hours per month and 0 hours during trading hours; Rides and food delivery. 4) PF Changs; Non-investment related; The Woodlands, TX; Restaurant; Server; 06/25/2025; 60 hours a month and 0 hours during trading hour; Serve food, beverages, close tabs, and general restaurant duties.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30

Other Names

• Stacie Leigh Harris