Patrick Christopher Poate

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

• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Miramar Beach, FL
• 08/2021 → 05/2023
  University Of West Florida
  Pensacola, FL
• 08/2017 → 06/2021
  Florida Atlantic University
  Boca Raton, FL
• 04/2022 → 08/2022
  Bear Lakes Country Club
  West Palm Beach, FL
• 04/2020 → 08/2021
  Indian Bayou Golf & Country Club
  Destin, FL
• 05/2023 → 01/2025
  Self
  Niceville, FL
• 08/2013 → 05/2017
  Niceville High School
  Niceville, FL

Other Businesses

Rocky Bayou Country Club; not investment Related; Niceville, FL; privately owned country club; Instructor; start date 10/26/2024; 20 hours per month; 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-04-18

Other Names

• Patrick Poate