Patrick Riazzi

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Winston Salem, NC
• 11/2016 → 10/2022
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
• 10/2022 → 04/2025
  Wells Fargo Advisors Financial Network, Llc
  Winston Salem, NC
• 04/2025 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2022-10-07 → 2025-04-17
  Wells Fargo Advisors Financial Network, Llc
  Winston-Salem, NC
• 1993-06-08 → 2022-10-07
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
  Winston Salem, NC

Other Businesses

CO-TRUSTEE FOR PARENTS CHARITABLE REMAINDER TRUST; INV. RELATED; KETTERING, OH; START 9/1993; 1 HR MONTH; 1 HR DURING TRADING HRS. RIAZZI RHYNE & SWAIM INVESTMENT GROUP LLC, INV RELATED, WINSTON SALEM, NC, 25% OWNERSHIP, START 10/11/2022, 160 HOURS PER MONTH, 40 HOURS DURING TRADING, FINET PRACTICE. WILDCAT INVESTMENTS FORSYTH COUNTY II LLC, INV RELATED, WINSTON SALEM, NC, 100% OWNERSHIP, START 10/11/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-11-26
• S63 Uniform Securities Agent State Law Examination
  1986-12-09

Other Names

• Pat Riazzi
• Patrick J Riazzi
• Patrick Joseph Riazzi