Pranay Patel, financial advisor Lake Forest CA
81 score

Pranay Patel

CRD Number: 6013109
Current Firm: Quest Capital Strategies, Inc.

Pranay Patel (CRD# 6013109) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Lake Forest, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Patel Consulting & Services, Inc. Copiague, NY Jul 2017 - Current < 1
Pranay Patel - Tax Preparation Copiague, NY Mar 2017 - Current 1
Finance Store Copiague, NY Jul 2015 - Current 2
Omni Mortgage Corp Richmond Hill, NY May 2015 - Current 2
New Acre Property Inc. Hicksville, NY May 2015 - Current 2
Independent Insurance Agent Copiague, NY Feb 2013 - Current 5
Quest Capital Strategies, Inc. Lake Forest, CA Jan 2013 - Current 5
H&r Block Seaford, NY Oct 2014 - Dec 2016 2
Century 21 Adams Real Estate Babylon, NY Sep 2013 - Apr 2015 1
Unemployed Copiague, NY Oct 2012 - Dec 2012 < 1
Edward Jones St. Louis, MO Apr 2012 - Sep 2012 < 1
Home Depot Copiague, NY Feb 2011 - Apr 2012 1
Obsidian Financial Group Woodbury, NY Nov 2011 - Jan 2012 < 1
Unemployed Lindenhurst, NY Jan 2009 - Feb 2011 2
Kjai Inc. Lavittown, NY Jun 2008 - Sep 2009 1
Pranav Inc. Baldwin, NY Aug 1995 - Dec 2008 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Pranay B. Patel
Phone Number: 949-830-4885
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $184,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
81

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