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Bridget Patel

Values Added Financial

Washington, DC

CRD 7130667

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Employer firm

Values Added Financial CRD 288912

$314M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Values Added Financial

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2019-07-10
  • DC RA
    APPROVED
    Since 2019-07-10

Branch Locations

Washington, DC • 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
Values Added Financial Washington DC 03/2019 Present
The Federal Reserve Board Of Governors Washington DC 09/2010 03/2019
  • 03/2019 → Present
    Values Added Financial
    Washington, DC
  • 09/2010 → 03/2019
    The Federal Reserve Board Of Governors
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-30
  • S65 Uniform Investment Adviser Law Examination
    2019-05-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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