Amiben Patel

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-06-14
FL	RA	APPROVED	2022-05-25

Branch Locations

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

Organization	City	State	From	To
Bankers Life And Casualty	Casselberry	FL	12/2017	11/2021
Dr. Harish Madhav Ob-Gyn	Boynton Beach	FL	11/2013	01/2018
University Of Central Florida	Orlando	FL	08/2015	07/2019
Bankers Life Securities	Casselberry	FL	10/2020	11/2021
Equitable Advisors, Llc	New York	NY	11/2021	03/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated.	Boynton Beach	FL	04/2022	Present
Bank Of America, N.A.	Boynton Beach	FL	06/2022	Present

12/2017 → 11/2021

Bankers Life And Casualty

Casselberry, FL
11/2013 → 01/2018

Dr. Harish Madhav Ob-Gyn

Boynton Beach, FL
08/2015 → 07/2019

University Of Central Florida

Orlando, FL
10/2020 → 11/2021

Bankers Life Securities

Casselberry, FL
11/2021 → 03/2022

Equitable Advisors, Llc

New York, NY
04/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Boynton Beach, FL
06/2022 → Present

Bank Of America, N.A.

Boynton Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-07

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