UBS Financial Services
47yrs
Top advisor by experience in Pasadena
5yrs
Based in Pasadena, California, Patrick Chan is a fiduciary financial advisor with 5 years of industry experience. Patrick joined Wells Fargo Advisors in 2024, after three years at B. Riley Wealth Advisors. 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 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office350 W Colorado Blvd Suite 390 [Ll-Rbo], Pasadena, CA 91105
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 ?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.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2024B. Riley Wealth Advisors, Inc.Previously
Contact Patrick
350 W Colorado Blvd Suite 390 [Ll-Rbo]Pasadena, CA 91105Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.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 Wells Fargo Advisors at (314) 875-3000 and ask for Patrick Chan. Patrick works from the Pasadena, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2021, about 5 years. 5 years in the industry.
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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