UBS Financial Services
46yrs
Top advisor by experience in Rochester
16yrs
Based in Rochester, New York, Patrick Ryan is a fiduciary financial advisor with 16 years of industry experience. Patrick joined Osaic Wealth in 2023, after four years at FSC Securities and four years at UBS Financial Services. Patrick holds the CFP® designation.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in New York
Office110 Linden Oaks Suite E, Rochester, NY 14625
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2019 – 2023FSC Securities CorporationPreviously
- 2015 – 2019UBS Financial Services Inc.Previously
Contact Patrick
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Patrick. 110 Linden Oaks Suite ERochester, NY 14625Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Osaic Wealth at (800) 821-5100 and ask for Patrick Ryan. Patrick works from the Rochester, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2010, about 16 years. More experience than 52% of advisors in New York.
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?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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