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Patrick Wells

Broyhill Asset Management, LLC

Charlotte, NC

CRD 7884076

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Employer firm

Broyhill Asset Management, LLC CRD 120462

$205M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • PROVIDING INVESTMENT MODELS TO CERTAIN TAMP PLATFORMS

From the firm’s Form ADV. Read the guides:

Current Employers
Broyhill Asset Management, Llc

601 South Cedar St., Suite 200, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-05-07
  • NC RA
    APPROVED
    Since 2024-05-07

Branch Locations

601 South Cedar St., Suite 200, Charlotte, NC 28202 • 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
Broyhill Asset Management, Llc Charlotte NC 04/2024 Present
Pinnacle Associates Ltd New York NY 01/2016 04/2024
Designations
  • Chartered Financial Analyst
Other Names
  • Patrick Thomas Wells

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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