Tyler Patterson
Investment adviser representative at Summitry, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.4BFirm assets
Are you Tyler Patterson? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Summitry, LLCJul 2023 to now
- Summmitry, LLCJun 2023 to now
- UnemployedDec 2022 to Jun 2023
- EmpowerJan 2022 to Dec 2022
- T. Rowe PriceMay 2016 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summitry, LLC
$3.4BAssets managed
1,327Clients
27Advisers
23 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
- 6654179
- Firm CRD
- 128586