Patrick Shannon
Patrick Shannon is a registered investment advisor at Wells Fargo Advisors, based in San Francisco, CA, with 39 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
555 California St 24th Fl, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2010Customer Dispute
January 2009Customer Dispute
September 2003Criminal
December 1985Other Business ActivitiesSells Insurance
Patrick is a finance committee member for the Salishan Home Owner's Association, starting in March 2023. He spends minimal time discussing dues, reviewing insurance coverage and agents, and expenses.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Municicorp of CaliforniaBroker
State Registrations25 states
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
More Advisors
- Mehrdad AzargoshasbWells Fargo Advisors
- Anthony CliffordWells Fargo Advisors
- Gary Cummings, CFPWells Fargo Advisors
- Eric Boyer, CFAWells Fargo Advisors
- Janet Walker, CFAWells Fargo Advisors
- Tomokazu Kuwamoto, CFPWells Fargo Advisors