Patrick Mcgovern
Investment adviser representative at Rockefeller Capital Management
10 yearsExperience
1 stateRegistered in
$99.6BFirm assets
8 yearsFirm in business
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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
- Pension consulting
Experience
10 years in the industry.
- Rockefeller Financial LLCDec 2025 to now
- Texas Gun ExperienceOct 2024 to now
- Stifel, Nicolaus & Company, IncorporatedJun 2025 to Dec 2025
- UnemployedJul 2023 to Sep 2024
- H&h Risk PartnersMay 2023 to Jun 2023
- Raymond James & Associates, Inc.Sep 2021 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Sep 2021
- Hixson Lumber SalesSep 2017 to Sep 2019
- UnemployedAug 2017 to Aug 2017
- Sewell Automotive CompaniesJun 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rockefeller Capital Management
Legal name: Rockefeller Financial LLC
$99.6BAssets managed
50,292Clients
692Advisers
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
- 7181480
- Firm CRD
- 291361