Patrick Ryan Lane

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 09/2018
  Tea Time
  San Antonio, TX
• 05/2019 → 09/2019
  Domino's
  San Antonio, TX
• 09/2019 → 03/2023
  Cavalry Soccer
  College Station, TX
• 05/2023 → 11/2023
  University Of Texas At San Antonio
  San Antonio, TX
• 11/2023 → Present
  Aspect Wealth Management
  San Antonio, TX
• 09/2018 → 05/2019
  John Jay Highschool
  San Antonio, TX
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: ASPECT WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WEALTH MANAGEMENT START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 27.5 BRIEF DESCRIPTION OF DUTIES: DATA GATHERING, MEETING/DEVELOPING RELATIONS WITH INVESTMENT WHOLESALERS, FUND/MARKET ANALYSIS, STRATEGY DEVELOPMENT AND TRADE EXECUTION;

Exams

• S66 Uniform Combined State Law Examination
  2025-03-28