Parth Patel

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2024 → 12/2025
  Equitable Advisors, Llc
  New York, NY
• 03/2024 → 09/2024
  Unemployed
  Edison, NJ
• 09/2017 → 03/2024
  Thomas Edison State University
  Trenton, NJ
• 03/2022 → 04/2023
  Nova Capital Partners
  New York, NY
• 01/2017 → 12/2021
  Nandguru Inc.
  Englishtown, NJ
• 01/2014 → 12/2016
  Guru Express
  Englishtown, NJ
• 02/2026 → Present
  Lpl Enterprise Llc
  Basking Ridge, NJ

Previous Registrations

• 2024-11-22 → 2025-12-16
  Equitable Advisors, Llc
  Woodbridge, NJ

Other Businesses

1. 2/03/2026 - PARTH PATEL N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment Related - Somerset NJ - OBA Start Date: 02/03/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 2/03/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Somerset NJ - OBA Start Date: 02/03/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading

Exams

• S66 Uniform Combined State Law Examination
  2024-10-24

Other Names

• Parthkumar Ashokbhai Patel