Fenil Sandeep 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
NY	RA	APPROVED	2025-01-07

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	New York	NY	12/2020	10/2021
J.P. Morgan	Newark	DE	06/2018	12/2020
Sei Investments	Oaks	PA	08/2017	06/2018
Td Bank	Myrtle Beach	SC	04/2011	09/2016
Coastal Carolina University	Myrtle Beach	SC	09/2016	08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	11/2021	Present

12/2020 → 10/2021

Morgan Stanley

New York, NY
06/2018 → 12/2020

J.P. Morgan

Newark, DE
08/2017 → 06/2018

Sei Investments

Oaks, PA
04/2011 → 09/2016

Td Bank

Myrtle Beach, SC
09/2016 → 08/2017

Coastal Carolina University

Myrtle Beach, SC
11/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-04