Patrick Ryan Ferguson
Investment adviser representative at Intentional
14 yearsExperience
1 stateRegistered in
$175.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Intentional, LLCMar 2022 to now
- Prime Wealth ManagementMay 2012 to now
- Purshe Kaplan Sterling InvestmentsMar 2022 to Jan 2026
- Commonwealth Financial NetworkMay 2012 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MD).
Intentional
Legal name: Intentional, LLC
$175.8MAssets managed
400Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5610372
- Firm CRD
- 318570