Vihar Patel

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2018 → 01/2024
  Deutsche Bank
  New York, NY
• 04/2017 → 05/2018
  Societe Generale (Contract)
  New York, NY
• 01/2024 → 08/2024
  Unemployed
  Iselin, NJ
• 04/2016 → 04/2017
  Bank Of America (Contract)
  Pennington, NJ
• 05/2018 → 06/2019
  Windsor Group Llc
  New York, NY

Other Businesses

I*1960409, Name of the other business: ANVITA LLC, Entity Type: Entity for Profit, Investment-related: No, Address: Matawan, NJ 07747, Nature of the other business: Bar & Grille, Position: Other, Start date of your relationship: 03/16/2021, Approximate number of hours/month you devote to the other business: 0, Number of hours you devote to the other business during securities trading hours: 0, Duties: 25% Silent partner for Bar and Grill, No controlling or active managing interest.- I have access to the funds (All members of LLC have access)- Yes (Governance and Directorship - minority stake)- Yes (Compensation will be received as interest; silent partner).

Exams

• S66 Uniform Combined State Law Examination
  2024-12-30

Other Names

• Vihar Hitendra Patel