Bridget Patel, financial advisor Washington DC

Bridget Patel

CRD Number: 7130667
Current Firm: Values Added Financial

Bridget Patel (CRD# 7130667) is an Investment Advisor Representative working at Values Added Financial in Washington, DC and has over 5 years of experience in the finance industry. Bridget Patel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Values Added Financial Washington, DC Mar 2019 - Current 5
The Federal Reserve Board Of Governors Washington, DC Sep 2010 - Mar 2019 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Bridget Patel
Phone Number: 202-599-0915
Registered State(s):
  • DC
  • MA
  • NY
  • TX
Current Firm Details
Values Added Financial
Firm's CRD Number: 288912
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $556,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, DC, MA, MD, NC, NH, NY, PA, TX

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