PI
CFP
PI
CFP
Pat Ingrassia
43 Years of Experience
Melville, NY
2 DisclosuresBroker
Pat Ingrassia is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 43 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
510 Broadhollow Rd., Ste 209, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2010Denied
Customer Dispute
July 1998Closed-No Action
Employment History
Current Registrations
Wells Fargo Advisors
May 2025 - Present · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Janney Montgomery Scott LLC
May 2020 - May 2025 · 5 yrs
Janney Montgomery Scott LLCBroker
May 2020 - May 2025 · 5 yrs
Wells Fargo Clearing Services, LLC
December 2015 - June 2020 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - June 2020 · 12 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
August 1997 - January 2008 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - August 1997 · 7 yrs 5 mos
J. T. Moran & CO., INC.Broker
January 1989 - February 1990 · 1 yr 1 mo
Blinder, Robinson & CO., INC.Broker
December 1982 - November 1988 · 5 yrs 11 mos
State Registrations25 states
AKALAZCACOCTDCFLGAHIILMAMDMONCNJNMNYOHORPASCTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.