Patrick Monahan is a registered investment advisor at Wells Fargo Advisors, based in Freehold, NJ, with 5 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
83 South St Suite 102, [Satellite], Freehold, NJ, 07728
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a baseball coach for the NJ Intensity Baseball Program, starting in January 2024. This takes about a quarter of his time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations24 states
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