Patrick Ryan
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 assetsHourlyFixed or flat fee
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
12 years in the industry.
- Equitable Advisors, LLCApr 2026 to now
- UnemployedAug 2025 to Apr 2026
- Northwestern Mutual Investment Services LLCJun 2023 to Jul 2025
- Northwestern Mutual Life Insurance CompanyJun 2023 to Jul 2025
- Equis FinancialJan 2023 to Jun 2023
- Equis FinancialMay 2021 to Dec 2022
- Deerwood Country ClubMay 2017 to Apr 2021
- Florida State College JacksonvilleMay 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7765047
- Firm CRD
- 6627