Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
1yr
Patrick Ryan
Financial advisor at Equitable Advisors
Based in Jacksonville, Florida, Patrick Ryan is a fiduciary financial advisor with 1 year of industry experience. Patrick has been with Equitable Advisors since 2026. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office225 Water Street Suite 1235, Jacksonville, FL 32202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Patrick
(212) 314-4600Firm headquarters in New York, NY. Ask for Patrick. 225 Water Street Suite 1235Jacksonville, FL 32202Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Equitable Advisors at (212) 314-4600 and ask for Patrick Ryan. Patrick works from the Jacksonville, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2025, about 1 years. 1 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?
Equitable Advisors 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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