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Ekta Bhaichand Patel

Altfest Personal Wealth Management

Columbia, SC

New York, NY

CRD 5400483

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Employer firm

Altfest Personal Wealth Management CRD 110130

$1.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Altfest Personal Wealth Management

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-17
CA RA APPROVED 2025-09-02
WA RA APPROVED 2025-09-02
MD RA APPROVED 2024-10-16
CT RA APPROVED 2024-05-16
SC RA APPROVED 2024-02-26
NY RA APPROVED 2021-07-18
NJ RA APPROVED 2007-09-18
  • FL RA
    APPROVED
    Since 2025-09-17
  • CA RA
    APPROVED
    Since 2025-09-02
  • WA RA
    APPROVED
    Since 2025-09-02
  • MD RA
    APPROVED
    Since 2024-10-16
  • CT RA
    APPROVED
    Since 2024-05-16
  • SC RA
    APPROVED
    Since 2024-02-26
  • NY RA
    APPROVED
    Since 2021-07-18
  • NJ RA
    APPROVED
    Since 2007-09-18

Branch Locations

Columbia, SC • United States

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altfest Personal Wealth Management New York NY 01/2014 06/2024
Altfest Personal Wealth Management New York NY 07/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-17
  • S65 Uniform Investment Adviser Law Examination
    2007-09-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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