Miteshkumar Patel, financial advisor Charlotte NC

Miteshkumar Patel

CRD Number: 6731175
Current Firm: Ally Invest Advisors

Miteshkumar Patel (CRD# 6731175) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ally Invest Securities LLC Charlotte, NC Jun 2018 - Current 2
Elevation LLC Charlotte, NC May 2016 - May 2018 2
Unemployed New York, NY Feb 2016 - May 2016 < 1
Cerberus Capital Management New York, NY Feb 2014 - Feb 2016 2
Ally Financial New York, NY Jan 2009 - Feb 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
Contact Info for Miteshkumar D. Patel
Phone Number: 855-880-2559
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    277
    MILLIONS
  • Total Number of Accounts
    32,933
    ACCOUNTS
  • Average Account Value
    $8,407
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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