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Anuj Harish Patel

Truvestor Wealth Management

Suwanee, GA

CRD 6645178

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Employer firm

Truvestor Wealth Management CRD 283807

$74.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Truvestor Wealth Management

Suwanee, GA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-04-13
TX RA APPROVED_RES 2021-03-08
GA RA APPROVED 2016-06-22
  • VA RA
    APPROVED
    Since 2021-04-13
  • TX RA
    APPROVED_RES
    Since 2021-03-08
  • GA RA
    APPROVED
    Since 2016-06-22

Branch Locations

Suwanee, GA • 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
Vivann Llc Dba Truvestor Wealth Management Suwanee GA 05/2016 Present
Jsk, Llc Atlanta GA 03/2002 08/2017
  • 05/2016 → Present
    Vivann Llc Dba Truvestor Wealth Management
    Suwanee, GA
  • 03/2002 → 08/2017
    Jsk, Llc
    Atlanta, GA
Other Businesses

FINANCIAL ADVISOR AND BUSINESS ADVISOR PROVIDING FINANCIAL CONSULTING AND ADVISORY SERVICES TO BUSINESSES. 15 HOURS PER YEAR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-21
  • S65 Uniform Investment Adviser Law Examination
    2016-03-21
Designations
  • Chartered Financial Analyst
Other Names
  • Anuj H Patel

View on SEC IAPD

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