Radnor Capital Management
47yrs
Top advisor by experience in Wayne
29yrs
Based in Wayne, Pennsylvania, Patrick Bello is a fiduciary financial advisor with 29 years of industry experience. Patrick has been with GWN Securities since 2023; before that, Patrick spent two years at Merrill Lynch, Pierce, Fenner & Smith. GWN Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 368 advisors with offices in Wayne, and one of 323 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office940 West Valley Road Suite 1200, Wayne, PA 19087
FirmGWN Securities
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$125,430
Advisors at the firm446
States licensed ?1 state
Services through GWN Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersMarket timing
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowGWN Securities Inc.Current firm
- 2020 – 2022
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call GWN Securities at 561-472-2700 and ask for Patrick Bello. Patrick works from the Wayne, PA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
GWN Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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