AP
CFP
AP
CFP
Alastair Patterson
7 Years of Experience
Reno, NV
1 DisclosureBroker
Alastair Patterson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Reno, NV, with 7 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
595 Humboldt St Ste 200, Reno, NV, 89509
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
December 2024Employment History
Current Registrations
Wells Fargo Advisors
March 2025 - Present · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2025 - Present · 1 yr 2 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.