Dipal G. Patel

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2012 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hopewell, NJ
• 04/2012 → 10/2022
  Bank Of America N.A
  Pennington, NJ
• 10/2022 → Present
  Fidelity Investments
  Manalapan, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Manalapan, NJ
• 2012-04-19 → 2022-10-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  Pennington, NJ
  Pennington, NJ
  New York, NY
  New York, NY
  New York, NY
  Pennington, NJ
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2012-01-11

Other Names

• Dipal Girish Patel
• Dipal G Patel
• Dipal Patel