Ryan J Patrie

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 03/2021 → 05/2023
  University Of Florida Athletic Association
  Gainesville, FL
• 01/2021 → 06/2022
  Primerica
  Duluth, GA
• 05/2017 → 10/2017
  Burgerfi
  Winter Park, FL
• 01/2013 → 05/2017
  Unemployed
  Winter Park, FL
• 10/2017 → 01/2021
  Unemployed
  Winter Park, FL
• 05/2023 → 07/2023
  Unemployed
  Winter Park, FL
• 06/2022 → 08/2022
  Bank Of America
  Orlando, FL
• 08/2019 → 05/2023
  University Of Florida
  Gainesville, FL
• 09/2023 → 07/2024
  Bank Of America, N.A.
  Orlando, FL
• 08/2024 → Present
  Oppenheimer & Co Inc.
  New York, NY

Previous Registrations

• 2023-10-23 → 2024-07-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Orlando, FL
  New York, NY
  Orlando, FL
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Ryan Patrie
• Ryan J Patrie
• Ryan James Patrie