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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | San Francsico | CA | 10/2014 | 07/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2024 |
| Patel Capital Management Llc | San Fransisco | CA | 05/2024 | Present |
Shailesh Patel is currently a licensed insurance agent, however, he no longer sells any insurance products. This insurance license was tied to Shailesh Patel's previous employer and his intention is to let it expire. This creates a conflict of interest because Shailesh Patel has an incentive to offer fee-based insurance solutions as long as the license is active. To mitigate the existence of this conflict, as a fiduciary Shailesh Patel has a duty to act solely in the best interests of each Client and will not sell any insurance products. Clients are under no obligation to act upon the recommendations of PCM or Shailesh Patel.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
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