Patrick Adams, financial advisor Babylon NY
93 score

Patrick Adams

CRD Number: 1892292
Current Firm: Wells Fargo Clearing Services, LLC

Patrick Adams (CRD# 1892292) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Babylon, NY and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Melville, NY Nov 2016 - Current 1
Wells Fargo Advisors LLC Melville, NY Sep 2016 - Nov 2016 < 1
J.p.morgan Securities LLC Syosset, NY Feb 2014 - Sep 2016 2
Edward Jones St Louis, MO Dec 2013 - Feb 2014 < 1
Unemployed Plainview, NY Aug 2013 - Dec 2013 < 1
Merrill Lynch Melville, NY Oct 2011 - Aug 2013 1
Unemployed Garden City, NY Apr 2011 - Oct 2011 < 1
Raymond James Financial Services, Inc. Garden City, NY Oct 2009 - Apr 2011 1
Unemployed Mellville, NY Jan 2009 - Oct 2009 < 1
Ubs Financial Services Inc. Mellvile, NY Apr 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Patrick K. Adams
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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