Purvi 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	2026-02-06
MD	RA	APPROVED	2025-11-01

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bel Air	MD	01/2024	Present
Unemployed	Cary	NC	08/2023	01/2024
First National Bank Of Pa	Catonsville	MD	11/2021	08/2023
Dunkin Donuts	Linthicum Heights	MD	08/2019	10/2021
Pillai Coaching Institute	Surat		08/2014	06/2019
Unemployed	Linthicum	MD	06/2019	07/2019
Bank Of America, N.A.	Bel Air	MD	09/2025	Present

01/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bel Air, MD
08/2023 → 01/2024

Unemployed

Cary, NC
11/2021 → 08/2023

First National Bank Of Pa

Catonsville, MD
08/2019 → 10/2021

Dunkin Donuts

Linthicum Heights, MD
08/2014 → 06/2019

Pillai Coaching Institute

Surat
06/2019 → 07/2019

Unemployed

Linthicum, MD
09/2025 → Present

Bank Of America, N.A.

Bel Air, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-31

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