Ryan Patton
Ryan Patton is a CFA, CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Pensacola, FL, with 14 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
25 West Cedar Street, Pensacola, FL, 32502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ryan owns a rental property and collects rent from the tenant since 2015. He also serves as Treasurer for the Rotary Club of Pensacola, dedicating minimal time to bookkeeping, bill payment, dues collection, and budgeting.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations18 states
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