Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
18yrs
Patrick Sundin
Financial advisor at Wells Fargo Advisors
Patrick Sundin is a fiduciary financial advisor in Newport Beach, California, with 18 years in the industry. After less than a year at Northwestern Mutual Investment Services, Patrick joined Wells Fargo Advisors in 2020, 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 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors nationwide
Office520 Newport Center Dr Suite 1700, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
- Aug 2019 – Feb 2020Northwestern Mutual Investment Services, LLCPreviously
- 2008 – 2019Wells Fargo Clearing Services, LLCPreviously
Contact Patrick
Local office(949) 644-2220Ask for Patrick. (314) 875-3000Main office · St. Louis, MO 520 Newport Center Dr Suite 1700Newport Beach, CA 92660Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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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
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (949) 644-2220 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Patrick Sundin.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2008, about 18 years. More experience than 57% of advisors nationwide.
What licenses does Patrick hold?
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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