Manish Patel (CRD# 4454840) is an Investment Advisor Representative working at Blueprint Private Wealth Management LLC in Alpharetta, GA and has over 22 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blueprint Private Wealth Management LLC | Alpharetta, GA | Mar 2022 - Current | 2 |
| Jpm Ventures | Alpharetta, GA | Oct 2017 - Current | 6 |
| Karish LLC | Alpharetta, GA | Jan 2007 - Current | 17 |
| Manish Patel, Sole Proprietor | Alpharetta, GA | Dec 2001 - Dec 2022 | 21 |
| Ameriprise Financial Services, LLC | Sandy Springs, GA | Sep 2005 - May 2022 | 16 |
| Ameriprise Financial Services, LLC | Sandy Springs, GA | Mar 2003 - May 2022 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management84MILLIONS
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Total Number of Accounts237ACCOUNTS
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Average Account Value$352,405
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, TX
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