Springreef
46yrs
Top advisor by experience in Chatham
29yrs
Patrick Morris
Financial advisor at Wells Fargo Advisors
Patrick Morris is a fiduciary financial advisor in Chatham, New Jersey, with 29 years in the industry. Patrick joined Wells Fargo Advisors in 2022, after five years at Prudential Equity Group. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 111 advisors with offices in Chatham, and one of 94 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 19% by experience nationwide
Office19 Center St, Chatham, NJ 07928
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
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2003 – 2022Wells Fargo Clearing Services, LLCPreviously
- 1998 – 2003Prudential Equity Group, LLCPreviously
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 Wells Fargo Advisors at 314-875-3000 and ask for Patrick Morris. Patrick works from the Chatham, NJ office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 29 years. Top 19% 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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