Patricia Ann Madden-Renouard

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2002 → Present
  Wachovia Bank, N.A.
  Raleigh, NC
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Raleigh, NC
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Raleigh, NC

Previous Registrations

• 2000-10-01 → 2003-10-23
  Wells Fargo Clearing Services, Llc
  Springfield, VA

Other Businesses

POWER OF ATTORNEY FOR MOTHER; INV RELATED; THE VILLAGES, FL; POA; 03/2025; 1 HOUR PER MONTH; 0 DURING TRADING; POA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-02
• S63 Uniform Securities Agent State Law Examination
  2008-07-30

Other Names

• Patricia Purcell
• Patricia Madden
• Patricia Madden Renouard
• Patricia Ann Madden Renouard
• Patricia Renouard
• Pat Madden-Renouard