Rushi Patel (CRD# 5229437) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Franklin Park, NJ and has over 16 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gibbs Wealth Management, LLC | Franklin Park, NJ | Dec 2023 - Current | < 1 |
| Fairbridge Capital Management LLC | Franklin Park, NJ | Jan 2018 - Current | 6 |
| Td Ameritrade | Short Hills, NJ | Dec 2012 - Dec 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- NJ
-
Total Assets Under Management391MILLIONS
-
Total Number of Accounts2,983ACCOUNTS
-
Average Account Value$131,205
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, NC, NJ, OH, PA, RI, TN, TX, VA, VT, WI
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