Patrick Joseph Downey

CRD 4172413 · Wells Fargo Advisors · Portage, MI

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (27): Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (13)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Portage, MI · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Battle Creek, MI · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Portage, MI · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Battle Creek, MI · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Portage, MI · IA capacity

start not retrieved → present
Morgan Stanley
Kalamazoo, MI · IA capacity

Feb 3, 2012 → Mar 7, 2016
Morgan Stanley
Kalamazoo, MI · BC capacity

Jan 13, 2012 → Mar 7, 2016
Chase Investment Services Corp.
Kalamazoo, MI · IA capacity

Apr 12, 2007 → Jan 17, 2012
Chase Investment Services Corp.
Kalamazoo, MI · BC capacity

Mar 17, 2006 → Jan 17, 2012
Mml Investors Services, Inc.
Springfield, MA · BC capacity

Nov 11, 2004 → Mar 2, 2006
Tcf Investments, Inc.
Minneapolis, MN · BC capacity

Mar 11, 2004 → Oct 25, 2004
Banc One Securities Corporation
Chicago, IL · BC capacity

Jun 29, 2001 → Mar 8, 2004
Centennial Financial Services, Inc.
Lansing, MI · BC capacity

Nov 2, 2000 → May 4, 2001

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4172413 ↗ FINRA BrokerCheck record for CRD 4172413 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.