Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
23yrs
Patrick Meyer
Financial advisor at Wells Fargo Advisors
Patrick Meyer is a fiduciary financial advisor in Richmond, Virginia, with 23 years in the industry. Patrick joined Wells Fargo Advisors in 2018, after three years at Edward Jones. Patrick holds the CFP® designation.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office3019 West Moore Street Suite 100, Richmond, VA 23230
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2010 – 2018Wells Fargo Clearing Services, LLCPreviously
- 2007 – 2010Edward JonesPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Meyer. Patrick works from the Richmond, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Patrick hold?
Series 63, Series 66. 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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