Patrick (. Coyne

WEALTH MANAGEMENT ADVISORS

Ukiah, CA

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CRD#: 1361042

Professional summary

Patrick (none) Coyne, CFP®, who also goes by Patrick Coyne, is a registered financial advisor currently at WEALTH MANAGEMENT ADVISORS, LLC located in Ukiah, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Patrick has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Coyne

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick (none) Coyne's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

July 10, 2012 - Present

WEALTH MANAGEMENT ADVISORS, LLC

RIA

CRD#: 136051

Ukiah, CA

Past

July 24, 1985 - December 31, 1990

AMERICAN INVESTORS COMPANY

CRD#: 38

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/10/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

Current Firm

WEALTH MANAGEMENT ADVISORS, LLC

CRD#: 136051 / SEC#: 801-68815

RIA

Registered Investment Advisory firm - (8/24/2012 Terminated)

California

Registered Investment Advisory firm - (8/22/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Ukiah, CA

Mailing Address

Phone number

(707) 462-9053

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 85,493,475

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick (. Coyne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick (none) Coyne's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT ADVISORS, LLC

AMERICAN INVESTORS COMPANY

State Registrations and Notice Filings

Exams

Series 7

Date: 4/20/1985

Current Firm

WEALTH MANAGEMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT ADVISORS, LLC

TRUST BUT VERIFY

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