Investment adviser representative · Wespac Advisors, LLC
Patrick Gaynor
CRD 4991936 · Orinda, CA
At a glance
Patrick Gaynor is an investment adviser representative with Wespac Advisors, LLC in Orinda, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patrick’s SEC record dates to 2002, about 24 years ago.
Current advisory firms
- Wespac Advisors, LLCSince September 2026Orinda, CA · $1.2B in regulatory assets
- Alta Via CapitalSince February 2018Pleasanton, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Patrick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.