PR
PR

Patrick Ryan

4 Years of Experience
Carmel, IN
Broker

Patrick Ryan is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, 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 Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12711 N. Meridian Street, Carmel, IN, 46032

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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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Employment History
Current Registrations
Capital Client Group, INC.
May 2025 - Present · 1 yr
Capital Client Group, INC.Broker
April 2025 - Present · 1 yr 1 mo
Capital Client Group, INC.
April 2025 - Present · 1 yr 1 mo
Previous Registrations
State Street Global Advisors Funds Distributors, LLCBroker
August 2021 - April 2025 · 3 yrs 8 mos
Fidelity Personal and Workplace Advisors
June 2021 - August 2021 · 2 mos
Fidelity Brokerage Services LLCBroker
April 2021 - August 2021 · 4 mos
State Registrations11 states
AZCTINMAMENHNJNYPARIVT
AdvisorBrokerBoth

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.