Patrick Ryan is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
110 Linden Oaks, Suite E, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick works as a financial advisor for Ciccarelli Advisory Services and Park Central LLC, dedicating full-time hours to each. He also serves as a committee member for Heritage Christian Services, a non-profit, spending minimal time on fundraising and event organization.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
MML Investors Services, LLCBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations2 states
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