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Patrick David Wren

Wealthspire Advisors

Melville, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-10
  • NY RA
    APPROVED
    Since 2026-04-10

Branch Locations

400 Broadhollow Road, Suite 301, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kls Professional Advisors Group, Llc New York NY 03/2006 09/2019
Boston Private Wealth Llc New York NY 09/2019 11/2019
Wealthspire Advisors Melville NY 12/2019 Present
  • 03/2006 → 09/2019
    Kls Professional Advisors Group, Llc
    New York, NY
  • 09/2019 → 11/2019
    Boston Private Wealth Llc
    New York, NY
  • 12/2019 → Present
    Wealthspire Advisors
    Melville, NY
Previous Registrations
  • 2021-08-30 → 2026-06-02
    Wealthspire Advisors
    Melville, NY
  • 2019-09-23 → 2019-12-24
    Svb Wealth
    New York, NY
  • 2019-07-26 → 2019-09-18
    Kls Professional Advisors Group, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-11
  • S65 Uniform Investment Adviser Law Examination
    2006-08-11

View on SEC IAPD

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