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Patricia E Tyler

Rockefeller Financial LLC

New York, NY

Boca Raton, FL

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-21
TX RA APPROVED 2026-04-20
  • FL RA
    APPROVED
    Since 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-20

Branch Locations

45 Rockefeller Plaza, New York, NY 10111 • United States

5355 Town Center Rd Floor 6, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Aventura FL 10/2023 04/2026
Brown Brothers Harriman New York NY 09/2019 08/2022
Homemaker Greenwich CT 05/2001 08/2019
Caregiver To Family Members Hollywood FL 09/2022 09/2023
Morgan Stanley Private Bank, N.A New York NY 01/2025 04/2026
Rockefeller Financial Llc Boca Raton FL 04/2026 Present
  • 10/2023 → 04/2026
    Morgan Stanley
    Aventura, FL
  • 09/2019 → 08/2022
    Brown Brothers Harriman
    New York, NY
  • 05/2001 → 08/2019
    Homemaker
    Greenwich, CT
  • 09/2022 → 09/2023
    Caregiver To Family Members
    Hollywood, FL
  • 01/2025 → 04/2026
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 04/2026 → Present
    Rockefeller Financial Llc
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-07-03
S65 Uniform Investment Adviser Law Examination 2023-06-16
  • S63 Uniform Securities Agent State Law Examination
    2023-07-03
  • S65 Uniform Investment Adviser Law Examination
    2023-06-16
Other Names
  • Patricia Elaine Tyler

View on SEC IAPD

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