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Alastair Patterson

Wells Fargo Advisors
8 Years of Experience
Walnut Creek, CA
1 DisclosureBroker
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Alastair Patterson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 8 years of industry experience. Alastair is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

500 Ygnacio Valley Rd 430, [Satellite], Walnut Creek, CA, 94596

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
March 2025 - Present · 1 yr 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley
June 2019 - January 2025 · 5 yrs 7 mos
Morgan StanleyBroker
June 2019 - January 2025 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - June 2019 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - June 2019 · 1 yr 1 mo
State Registrations1 state
CA
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.
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