Paresh Patel, financial advisor West Windsor NJ
90 score

Paresh Patel

CRD Number: 5423721
Current Firm: Pnc Investments

Paresh Patel (CRD# 5423721) is an Investment Advisor Representative working at Pnc Investments in West Windsor, NJ and has over 3 years of experience in the finance industry.

Similar Advisors
Frank Polashock, financial advisor West Windsor NJ
Frank Polashock
CRD# 4961369
Fxp Advisory Services
Score
106
Similar Advisors
John Middleton, financial advisor West Windsor NJ
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor West Windsor NJ
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Pnc Investments Bridgewater, NJ Dec 2014 - Current 2
Pnc Investments Bridgewater, NJ Feb 2010 - Dec 2014 4
Pnc Bank Hamilton, NJ Aug 2009 - Feb 2010 < 1
Pnc Bank Hamilton, NJ Mar 2008 - Aug 2009 1
Mani Corporation Hamilton, NJ Sep 2006 - Mar 2008 1
Temple University Philadelphia, PA Sep 2002 - May 2007 4
V Solution Inc. Hoboken, NJ Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Paresh B. Patel
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Paresh Patel and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.