Deep Patel, financial advisor Princeton NJ
90 score

Deep Patel

CRD Number: 5891970
Current Firm: Advisors Asset Management, Inc.

Deep Patel (CRD# 5891970) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Princeton, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Advisors Asset Management, Inc. Monument, CO May 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Feb 2011 - Apr 2014 3
Unemployed South Plainfield, NJ Dec 2010 - Feb 2011 < 1
Bloomberg LP Skillman, NJ Jan 2010 - Dec 2010 < 1
New England Financial Edison, NJ Jul 2009 - Jan 2010 < 1
Student New Brunswick, NJ Jan 2006 - Jul 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Deep Patel
Phone Number: 719-488-9956
Firm Website: http://www.aamlive.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    810
    MILLIONS
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $986,394
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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