Patrick Christopher Poate
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Patrick Christopher Poate? 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2025 to now
- SelfMay 2023 to Jan 2025
- Bear Lakes Country ClubApr 2022 to Aug 2022
- University of West FloridaAug 2021 to May 2023
- Indian Bayou Golf & Country ClubApr 2020 to Aug 2021
- Florida Atlantic UniversityAug 2017 to Jun 2021
- Niceville High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 8034666
- Firm CRD
- 19616