Wells Fargo Advisors
37yrs
Top 7% by experience nationwide
35yrs
Patrick Michael Pacillo
Financial advisor at Wells Fargo Advisors
Patrick Michael Pacillo has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Point Pleasant Beach, New Jersey. After seven years at Citigroup Global Markets, Patrick joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 5 advisors with offices in Point Pleasant Beach, and one of 5 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office501 Broadway Suite 201 [Satellite], Point Pleasant Beach, NJ 08742
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- 2021 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2009 – 2021Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2009Citigroup Global Markets Inc.Previously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Wells Fargo Advisors at 314-875-3000 and ask for Patrick Michael Pacillo. Patrick works from the Point Pleasant Beach, NJ office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1991, about 35 years. Top 8% 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
36yrs
Anthony Joseph Karpowich
Financial advisor
501 Broadway Suite 201 [Satellite]
Point Pleasant Beach, NJ 08742
Point Pleasant Beach, NJ 08742
Top 7% by experience nationwide