Patrick Mcgovern

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

• 09/2019 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 09/2017 → 09/2019
  Hixson Lumber Sales
  Carrollton, TX
• 08/2017 → 08/2017
  Unemployed
  Dallas, TX
• 06/2015 → 07/2017
  Sewell Automotive Companies
  Dallas, TX
• 09/2021 → 06/2023
  Raymond James & Associates, Inc.
  Frisco, TX
• 06/2025 → 12/2025
  Stifel, Nicolaus & Company, Incorporated
  Dallas, TX
• 10/2024 → Present
  Texas Gun Experience
  Grapevine, TX
• 07/2023 → 09/2024
  Unemployed
  Savannah, TX
• 05/2023 → 06/2023
  H&H Risk Partners
  San Antonio, TX
• 12/2025 → Present
  Rockefeller Financial Llc
  Dallas, TX

Previous Registrations

• 2025-06-12 → 2025-12-17
  Stifel, Nicolaus & Company, Incorporated
  Dallas, TX
• 2021-09-23 → 2023-05-17
  Raymond James & Associates, Inc.
  Frisco, TX
• 2021-06-17 → 2021-09-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  New York, NY
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-09-30

Other Names

• Patrick Mcgovern
• Patrick John Mcgovern