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Patrick Holland

37 Years of Experience
Worcester, MA
Broker

Patrick Holland is a registered investment advisor at Wells Fargo Advisors, based in Worcester, MA, with 37 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

1 West Boylston Street Suite 305, Worcester, MA, 01605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Patrick has 100% ownership of Tyton Capital, an investment-related business, since April 2025. He spends a few hours per week on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
September 2025 - Present · 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
May 2010 - September 2025 · 15 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2009 - September 2025 · 16 yrs 8 mos
Citigroup Global Markets INC.Broker
February 2006 - February 2009 · 3 yrs
Legg Mason Wood Walker, IncorporatedBroker
February 1999 - February 2006 · 7 yrs
Dean Witter Reynolds INC.Broker
December 1988 - February 1999 · 10 yrs 2 mos
State Registrations22 states
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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.