Pranay PatelCRD Number: 6013109
Current Firm: Quest Capital Strategies, Inc.
Pranay Patel (CRD# 6013109) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Copiague, NY and has over 4 years of experience in the finance industry.
Altium Wealth Management LLC
Scholtz & Co
Axa Advisors, LLC
|Finance Store||Copiague, NY||Jul 2015 - Current||1|
|Omni Mortgage Corp||Richmond Hill, NY||May 2015 - Current||1|
|New Acre Property Inc.||Hicksville, NY||May 2015 - Current||1|
|H&r Block||Seaford, NY||Oct 2014 - Current||2|
|Independent Insurance Agent||Copiague, NY||Feb 2013 - Current||3|
|Quest Capital Strategies, Inc.||Lake Forest, CA||Jan 2013 - Current||3|
|Century 21 Adams Real Estate||Babylon, NY||Sep 2013 - Apr 2015||1|
|Unemployed||Copiague, NY||Oct 2012 - Dec 2012||< 1|
|Edward Jones||St. Louis, MO||Apr 2012 - Sep 2012||< 1|
|Home Depot||Copiague, NY||Feb 2011 - Apr 2012||1|
|Obsidian Financial Group||Woodbury, NY||Nov 2011 - Jan 2012||< 1|
|Unemployed||Lindenhurst, NY||Jan 2009 - Feb 2011||2|
|Kjai Inc.||Lavittown, NY||Jun 2008 - Sep 2009||1|
|Pranav Inc.||Baldwin, NY||Aug 1995 - Dec 2008||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management33MILLIONS
Total Number of Accounts190ACCOUNTS
Average Account Value$173,684
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA
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