Patrick V Chan
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Patrick V Chan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2024 to now
- B. Riley Wealth AdvisorsJul 2022 to Dec 2024
- B. Riley Wealth ManagementJul 2022 to Dec 2024
- National Asset ManagementAug 2021 to Jul 2022
- National Securities CorporationJun 2021 to Jul 2022
- Hold BROS. Capital, LLCJun 2018 to Jun 2021
- Integra Technology IncApr 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6154178
- Firm CRD
- 19616