Patricia E Tyler

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

• 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

• 2024-01-04 → 2026-04-20
  Morgan Stanley
  Aventura, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-03
• S65 Uniform Investment Adviser Law Examination
  2023-06-16

Other Names

• Patricia Elaine Tyler