Siddharth Patel
CRD Number: 7159438Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Siddharth Patel (CRD# 7159438) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Getzville, NY and has over 4 years of experience in the finance industry.
CRD# 6254146
Equitable Advisors, LLC
CRD# 5386619
Park Avenue Securities LLC
CRD# 3212629
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Buffalo, NY | Sep 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo, NY | Jul 2019 - Current | 4 |
| Mahisagar Llc Dba Subway | Tonawanda, NY | Apr 2015 - Current | 9 |
| Bank Of America | Buffalo, NY | Feb 2019 - Jul 2019 | < 1 |
| Bank Of America, N.a. | Buffalo, NY | Sep 2017 - Feb 2019 | 1 |
| University At Buffalo | Buffalo, NY | Aug 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- CT
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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