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Ryan Patterson, portrait

Ryan Patterson

Chief Investment Officer at Linscomb Wealth in Houston, TX

Investment adviser registrationUpdated

Ryan Patterson is Chief Investment Officer of Linscomb Wealth, Inc., an investment adviser managing $5.21B, and works from its Houston, TX office. Ryan Patterson has been registered as an investment adviser representative through Linscomb Wealth since 11 March 2021, has 20 years in the industry across 2 firms and has passed the Series 7 and Series 66.

20
Years in industry
5
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Ryan Patterson has been Chief Investment Officer of Linscomb Wealth since February 2014, is a control person of the firm and directly owns under 5% of it. Ryan Patterson holds a BBA in Finance from Texas State University.

Linscomb Wealth, Inc. is a Houston, TX firm with $5.21B under management, 1,665 clients and 25 advisers across 7 offices, as of its February 2026 filing.

Ryan Patterson is Chief Investment Officer of Linscomb Wealth, based in Houston, Texas. He leads the LW Investment Team and Trading department. Patterson serves on the LW Board of Directors and LW Senior Management Team and is Chairman and a voting member of the LW Investment Committee.

Ryan Patterson’s longest registration was 8 years at Linscomb & Williams (2012–2020). Before joining Linscomb Wealth in 2021, Ryan Patterson was registered through Uhy Capital Advisors, LLC.

  1. – present · 5 years
    Houston, TX · Adviser representative · Firm CRD 106779
  2. – · 8 years
    Houston, TX · Adviser representative · Firm CRD 106779
  3. Uhy Capital Advisors, LLC
    – · 5 years
    Houston, TX · Adviser representative · Firm CRD 116592

Credentials and registrations

Professional designations

Listed by Linscomb Wealth

  • CERTIFIED FINANCIAL PLANNER® professional
  • Chartered Financial Analyst®

Investment adviser representative registrations

Ryan Patterson is registered as an investment adviser representative in Texas, since March 2021.

  • TexasSince 11 March 2021

Examinations

Series 665 July 2006
Name
Uniform Combined State Law Examination
Series 71 July 2006
Name
General Securities Representative Examination

Key facts

Full name
Ryan Lenn Patterson
CRD
5111777
Firm
Linscomb Wealth · CRD 106779
Role
Chief Investment Officer
Office
1333 WEST LOOP SOUTH, SUITE 1500, Houston, TX 77027
Registration
Investment adviser registration
In the industry since
October 2006
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Ryan Patterson work?

Ryan Patterson has been Chief Investment Officer of Linscomb Wealth, Inc. since February 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 February 2026

Is Ryan Patterson a financial advisor?

Yes. Ryan Patterson has a current investment-adviser registration in Texas, through Linscomb Wealth since March 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Ryan Patterson have?

Ryan Patterson has 20 years in the financial industry, since October 2006, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Ryan Patterson passed?

Ryan Patterson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2006.

Source: IAPD individual record, checked 22 October 2026

Where did Ryan Patterson work before Linscomb Wealth?

Before Linscomb Wealth, Ryan Patterson was registered through Linscomb & Williams, February 2012 to December 2020; Uhy Capital Advisors, LLC, July 2006 to January 2012.

Source: IAPD individual record, checked 22 October 2026

Where is Ryan Patterson based?

Ryan Patterson’s registered office is in Houston, TX.

Source: IAPD individual record, checked 22 October 2026

Is Ryan Patterson registered with FINRA?

No. Ryan Patterson has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Ryan Patterson a CFP?

Linscomb Wealth lists Ryan Patterson with the CFP credential (“CERTIFIED FINANCIAL PLANNER® professional”) on its website. CFP Board confirms certification status.

Source: Ryan Patterson biography, linscombwealth.com

Is Ryan Patterson a CFA charterholder?

Linscomb Wealth lists Ryan Patterson with the CFA credential (“Chartered Financial Analyst®”) on its website. CFA Institute confirms certification status.

Source: Ryan Patterson biography, linscombwealth.com

How can I verify Ryan Patterson’s record?

Search CRD 5111777 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Patterson’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Linscomb Wealth

Sources

  1. IAPD individual record, CRD 5111777, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Linscomb Wealth, Inc., filed 27 February 2026. Title, control and ownership bands.
  3. Linscomb Wealth team page. Biography, education, credentials, awards and the portrait, reproduced for identification.