Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Hunt Valley
11yrs
Patrick Ryan
Full name on record: Patrick Augustine Ryan Mr.
Financial advisor at Cornerstone Advisory
Based in Hunt Valley, Maryland, Patrick Ryan is a fiduciary financial advisor with 11 years of industry experience. Patrick joined Cornerstone Advisory in 2024, after seven years at ESI Financial Advisors. Patrick holds the CFP® designation.
One of 646 advisors with offices in Hunt Valley, and one of 609 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office211 Old Padonia Road, Hunt Valley, MD 21030
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.49 million
Advisors at the firm10
States licensed ?1 state
Services through Cornerstone Advisory
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consulting
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
- 2024 – nowCornerstone AdvisoryCurrent firm
- 2016 – 2023Equity Services, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Patrick’s local office at (410) 468-1683 or the Cornerstone Advisory main office at (410) 468-1693, and ask for Patrick Ryan.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 11 years. 11 years in the industry.
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?
Cornerstone Advisory 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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