Patricia Ann Adams

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

• 03/2013 → 11/2016
  Wells Fargo Advisors
  Lake Mary, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Lake Mary, FL

Previous Registrations

• 2011-12-07 → 2013-04-05
  Morgan Stanley
  Winter Park, FL
  Winter Park, FL

Other Businesses

NOTARY PUBLIC; NOT INVESTMENT RELATED; LAKE MARY, FL: START DATE 04/19/2016; .5 HOURS PER MONTH/ .5 DURING TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-07-11

Other Names

• Patricia Ann Coats
• Patty Ann Adams