Patrick Augustine Ryan Mr.

Financial advisor at Cornerstone Advisory, LLC · Hunt Valley, MD

Last updated 2026-10-10

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Patrick Augustine Ryan Mr. is a financial advisor at Cornerstone Advisory, LLC in Hunt Valley, MD, CRD 6423965. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2016-09-09.

Registration

CRD number
6423965
Registration status
Active
IAPD registration
2016-09-09
Industry Experience
10 years
Work Experience
12 years
States registered
MD

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2014-06 to 2023-12 · Worthington Financial Partners · Hunt Valley, MD
  • 2014-12 to 2023-12 · Equity Services, Inc. · Montpelier, VT
  • 2024-01 to Present · Cornerstone Advisory · Hunt Valley, MD

Current employment

SEC IAPD record for Patrick Augustine Ryan Mr.

Cornerstone Advisory, LLC

Regulatory AUM
$2,249,006,784
Registered advisors
10
Offices
3
Clients per advisor
85.4 (Moderate)
Average AUM per client
$2.6M (Low)
High-net-worth client ratio
52.9% (High)

Cornerstone Advisory, LLC: advisors, services and reported ETF investments

About

Patrick Augustine Ryan Mr. is a CFP® financial advisor at Cornerstone Advisory, operating as Cornerstone Advisory, LLC in Hunt Valley, MD. Reported securities licenses include Series 63 and Series 65. The latest record indicates 10 years of industry experience and 12 years of reported work history.

Cornerstone Advisory, LLC's firm-level Form ADV reports 10 advisors across 3 offices; approximately 85.4 clients per advisor, average assets per client of $2,633,497, and regulatory AUM of $2.2B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, and Pension Consulting Services.

PortfolioFuture's firm-level 13F analysis covers $801.2M across 85 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Augustine Ryan Mr. personally.

Reported ETF positions

Cornerstone Advisory reports 85 ETF positions worth $801.2M on Form 13F; the largest are listed.

Largest ETF positions reported by Cornerstone Advisory
FundReported value
JEPI — JPMorgan Equity Premium Income ETF$117.4M
GPIX — Goldman Sachs S&P 500 Premium Income ETF$95.3M
VYM — Vanguard High Dividend Yield ETF$60.3M
IVV — iShares Core S&P 500 ETF$55.1M
JPIE — JPMorgan Income ETF$38.2M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Cornerstone Advisory, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Pension Consulting Services

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Other Investment Adviser (Incl. Financial
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

211 Old Padonia Road, Hunt Valley, MD 21030

8 advisors at this office.

Cornerstone Advisory office in Hunt Valley, MD

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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