PP
PP

Patrick Pacillo

34 Years of Experience
Palm Beach Gardens, FL
Broker

Patrick Pacillo is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 34 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.

Loading...

Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

Get directions

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.

Learn about disclosures →
Other Business Activities

Patrick has 100% ownership of Pacillo Wealth Management, LLC, where he works as a financial advisor. This takes about a quarter of his time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2021 - Present · 5 yrs 2 mos
Wells Fargo Advisors
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2009 - March 2021 · 12 yrs 1 mo
Wells Fargo Clearing Services, LLC
February 2009 - March 2021 · 12 yrs 1 mo
Citigroup Global Markets INC.
May 2002 - March 2009 · 6 yrs 10 mos
Citigroup Global Markets INC.Broker
June 2000 - March 2009 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - June 2000 · 5 yrs 7 mos
Rickel & Associates, INC.Broker
July 1991 - November 1994 · 3 yrs 4 mos
State Registrations18 states
CACOCTDEFLGAILMANCNDNHNJNYORPASCTXVA
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.
Patrick Pacillo - Financial Advisor | TrueAdvisor