Patrick John Ryan
Investment Adviser Representative at Capital Client Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick John Ryan is an investment adviser representative with Capital Client Group, Inc. in Carmel, IN, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 109
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
11 states and territories
Arizona, Connecticut, Indiana, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsJan 2021 – Aug 2021Merrimack, NH
- State Street CorporationJun 2017 – Nov 2018Hadley, MA
- Appleton CorporationMay 2018 – Jan 2019Holyoke, MA
- University of MassachusettsJan 2019 – May 2019Amherst, MA
- Advantage StaffingJun 2019 – Jul 2019West Springfield, MA
- Oracle CorporationJul 2019 – Oct 2020Burlington, MA
- UnemployedOct 2020 – Jan 2021Medford, MA
- State Street Global Advisors Funds Distributors, LLCAug 2021 – Apr 2025Boston, MA
- University of MassachusettsJan 2016 – May 2019Amherst, MA
- Capital Group / Capital Client Group, Inc.Apr 2025 – no end date reportedIndianapolis, IN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capital Client Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Carmel, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick John Ryan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched