Peter i. Isaac Myers
Investment adviser representative at Rockefeller Capital Management
12 yearsExperience
1 stateRegistered in
$36.8BFirm assets
8 yearsFirm in business
Are you Peter i. Isaac Myers? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Rockefeller Capital ManagementApr 2025 to now
- Rockefeller Financial LLCApr 2025 to now
- RBC Capital Markets, LLCDec 2020 to Apr 2025
- Raymond James & Associates, Inc.May 2019 to Dec 2020
- UBS Financial Services Inc.Jun 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rockefeller Capital Management
Legal name: Rockefeller & Co. LLC
$36.8BAssets managed
6,490Clients
346Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5539970
- Firm CRD
- 294197