Patrick Kelley

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

• 01/2023 → Present
  Wells Fargo Clearing Services, Llc
  Boston, MA
• 06/2020 → Present
  Self Employed
  Wolfeboro, NH
• 09/2017 → 04/2022
  Staley Logistics, Llc
  Colchester, VT
• 09/2015 → 05/2020
  Endicott College
  Beverly, MA

Other Businesses

RENTAL PROPERTY; INV. RELATED; WOLFEBORO,NH; 100% OWNERSHIP BY PARENTS; MANAGER; START DATE 05/20/2020; NUMBER OF HOURS PER MONTH 8; NUMBER OF HOURS DURING TRADING 0; PROPERTY MANAGER FOR PARENTS RENTAL PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-17

Other Names

• Patrick J Kelley