ChooseAFinancialAdvisor.com
Advisors / California / Ross
21yrs

Patrick Ryan

Financial advisor at Spitfire Capital

Patrick Ryan has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Ross, California. Patrick joined Spitfire Capital in 2024, a firm offering private fund management and investment management for businesses. Spitfire Capital reports being paid through a percentage of assets and performance-based fees.

One of 5 advisors with offices in Ross, and one of 5 fiduciaries.

Ross, CAFiduciary advisor

At a glance

Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
OfficeRoss, CA
How the firm is paid ?Percent of assets, Performance fee
Advisors at the firm2
States licensed ?1 state

Services through Spitfire Capital

Managing private fundsInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Oct 2024 – now

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. Your firm can charge performance-based fees. Would that apply to me?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Spitfire Capital at (415) 878-1908 and ask for Patrick Ryan. Patrick works from the Ross, CA office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Spitfire Capital reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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