Patrick Joseph Carlin

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 10/2019 → 11/2023
  Oppenheimer & Co. Inc.
  San Francisco, CA
• 08/2015 → 09/2019
  University Of Oregon
  Eugene, OR
• 04/2019 → 06/2019
  Forester's Financial
  Beaverton, OR
• 04/2018 → 07/2018
  Vector Marketing
  Eugene, OR
• 06/2017 → 09/2017
  Atlas Technology Group
  San Francisco, CA
• 11/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  San Rafael, CA

Previous Registrations

• 2020-03-13 → 2023-11-17
  Oppenheimer & Co. Inc.
  San Francisco, CA

Other Businesses

MAYACAMAS INVESTMENT LP; INV RELATED; SAN RAFAEL, CA; 10% OWNERSHIP; START 11/29/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: NONE. CALIFORNIA STREET WEALTH MANAGEMENT LLC; INV. RELATED; SAN RAFAEL, CA; 50% OWNERSHIP; FINET PRACTICE OPERATING EXPENSE COMPANY; START DATE 12/13/2023; 160 HRS PER MONTH; 7 HRS DURING TRADING; DUTIES: MANAGE ALL DAY TO DAY OPERATIONS. CASTLEDERG CAPITAL MANAGEMENT CORP; INV. RELATED; SAN RAFAEL, CA; 100% OWNERSHIP; FINET PRACTICE FINANCIAL CONSULTING; START DATE 12/8/2023; 160 HRS PER MONTH; 7 HRS DURING TRADING; DUTIES: RUN THE DAY TO DAY OPERATIONS OF A FINANCIAL ADVISOR.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-12

Other Names

• Buddy Carlin
• Patrick Joseph Carlin