PC
PC

Patrick Cicchetti

4 Years of Experience
Brockport, NY

Patrick Cicchetti is a registered investment advisor at Ryse Capital Management, based in Brockport, NY, with 4 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management

Ryse Capital Management does not offer investment management as a standalone service. Investment management is only available as part of their comprehensive wealth management service, which includes financial planning for a fixed annual fee.

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Location

Brockport, NY

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Patrick co-owns a moving company and manages its business and marketing strategies, dedicating about 10-20% of his time. He is also a self-employed consultant providing business planning and financial organization advice, and works as a food delivery driver for Grubhub.

Employment History
Current Registrations
Ryse Capital Management
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Sage, Rutty & CO., INC.
September 2023 - July 2024 · 10 mos
Sage, Rutty & CO., INC.Broker
September 2023 - July 2024 · 10 mos
Brighton Securities CORP.
May 2022 - September 2023 · 1 yr 4 mos
Brighton Securities CORP.Broker
April 2022 - September 2023 · 1 yr 5 mos
Equitable Advisors, LLCBroker
March 2021 - April 2022 · 1 yr 1 mo
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
Patrick Cicchetti - Financial Advisor | TrueAdvisor