LPL Financial
43yrs
Top advisor by experience in New City
26yrs
Patrick Harding
Financial advisor at Wells Fargo Advisors
Patrick Harding has worked in the financial industry for 26 years and is a fiduciary financial advisor based in New City, New York. Patrick joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 52 advisors with offices in New City, and one of 43 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office17 Squadron Boulevard Suite 400, New City, NY 10956
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
- 2013 – 2022Wells Fargo Clearing Services, LLCPreviously
Contact Patrick
Local office(845) 638-4400Ask for Patrick. (314) 875-3000Main office · St. Louis, MO 17 Squadron Boulevard Suite 400New City, NY 10956Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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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 Patrick’s local office at (845) 638-4400 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Patrick Harding.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2000, about 26 years. More experience than 74% of advisors 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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