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Patrick Vincent Mackessy

Wells Fargo Clearing Services, LLC

New York, NY

Basking Ridge, NJ

CRD 5642768

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-27
TX RA APPROVED 2021-03-12
NJ RA APPROVED 2020-07-14
  • NY RA
    APPROVED
    Since 2021-07-27
  • TX RA
    APPROVED
    Since 2021-03-12
  • NJ RA
    APPROVED
    Since 2020-07-14

Branch Locations

280 Park Ave 27Th & 29Th Fls, New York, NY 10017 • United States

Basking Ridge, NJ • 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
Bank Of America,N.A. Short Hills NJ 10/2013 07/2020
Wells Fargo Clearing Services, Llc. Purchase NY 07/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-08
  • S66 Uniform Combined State Law Examination
    2012-03-08
Other Names
  • Patrick Vincent Mackessy
  • Patrick V Mackessy

View on SEC IAPD

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