Ryan Patterson (CRD# 6714981) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 7 years of experience in the finance industry.
CRD# 6153090
Citigroup Global Markets Inc.
CRD# 5395196
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6435798
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital, LLC | Foster City, CA | Jun 2019 - Current | 4 |
| First Republic Investment Management, Inc. | Menlo Park, CA | Aug 2016 - May 2019 | 2 |
| Studying - University Of California, Berkeley | Berkeley, CA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
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Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
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Average Account Value$16,446,551
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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