Rahil Ravindra Patel

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 06/2017
  My Game Solutions Inc
  Lewes, DE
• 04/2011 → 09/2016
  Unemployed
  Jamaica, NY
• 06/2017 → 05/2021
  New York Life Insurance Co
  Edison, NJ
• 09/2018 → 05/2021
  Nylife Securities Llc
  Edison, NJ
• 09/2019 → 05/2021
  Eagle Strategies Llc
  Edison, NJ
• 05/2021 → 04/2023
  Summit Financial, Llc
  Parsippany, NJ
• 02/2024 → 11/2024
  Pruco Securities, Llc
  Paramus, NJ
• 02/2024 → Present
  The Prudential Insurance Company Of America
  Paramus, NJ
• 05/2023 → 01/2024
  Unemployed
  Bayside, NY
• 11/2024 → Present
  Lpl Enterprise, Llc
  Paramus, NJ

Previous Registrations

• 2024-02-16 → 2024-11-14
  Pruco Securities, Llc.
  Paramus, NJ
  Bayside, NY
• 2021-05-20 → 2023-05-05
  Summit Financial, Llc
  New York, NY
  Parsippany, NJ
• 2019-09-20 → 2021-06-01
  Eagle Strategies Llc
  Edison, NJ

Other Businesses

1) 04/01/2025-Prudential Advisors-Non-Variable Insurance-Inv Related-Start date 03/27/2025-At Paramus, NJ-20hrs/mth-15hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-18
• S66 Uniform Combined State Law Examination
  2019-08-22

Other Names

• Rahil Patel
• Rahil Ravindra Patel
• Rahil R Patel