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Tyler Patterson

Summitry, LLC

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About Tyler Patterson

Tyler Patterson is a financial advisor with Summitry, LLC based in Foster City, California. Tyler has been in the financial services industry since 2016. Tyler holds Series 6, 7, 63, and 66 licenses. Tyler is also a Certified Financial Planner. Tyler specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. Tyler has previous experience with Empower Financial Services, Inc. and T. Rowe Price Investment Services, Inc.

Firm Information

Tyler Patterson is currently registered with Summitry, LLC. Summitry, LLC is a registered investment advisor located in FOSTER CITY, CA. The firm manages approximately $2.45 billion in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Summitry provides financial planning, portfolio management, and selection of other advisors. They also manage portfolios for individuals, investment companies, and businesses.
Summitry, LLC

919 HILLSDALE BLVD.

FOSTER CITY, CA 94404

$2.45B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tyler Patterson’s Registration & Firm History

CA

07/24/2023 - Present

Summitry, LLC (FOSTER CITY CA)

CO

01/28/2022 - 12/22/2022

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

CO

07/29/2016 - 01/10/2022

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 03/01/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/29/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Patterson.
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