Patrick Ryan
Patrick Ryan is a registered investment advisor at Eagle Strategies LLC, based in Redlands, CA, with 13 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
1447 Ford Street, Suite 105, Redlands, CA, 92374
Get directionsHistory
Regulatory History (3)
Regulatory
October 2025Judgment / Lien
January 2025Regulatory
May 2022Other Business ActivitiesSells Insurance
Patrick works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, since 2019. He dedicates a few hours per week to this activity, with some of that time occurring during securities trading hours.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.