Stephen PatireCRD Number: 5901847
Current Firm: Wells Fargo Advisors, LLC
Stephen Patire (CRD# 5901847) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Paramus, NJ and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Wells Fargo Advisors LLC||New York, NY||Jun 2011 - Current||5|
|Meyers Associates, LP||New York, NY||Mar 2011 - May 2011||< 1|
|Unemployed||Bridgewater, NJ||Aug 2010 - Mar 2011||< 1|
|Ethicon||Somorville, NJ||Jun 2010 - Aug 2010||< 1|
|Ethicon||Towson, MD||Jan 2010 - May 2010||< 1|
|Unemployed||Bridgewater, NJ||Jul 2006 - Jan 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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