Abhishek Pradip 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	2026-04-13
NJ	RA	APPROVED	2026-02-13

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	10/2025	Present
Pnc Financial Services	Pittsburgh	PA	08/2023	06/2025
Pnc Financial Services	Pittsburgh	PA	05/2022	07/2022
Rem And Company	Franklin	NJ	06/2021	08/2021
Villanova University	Villanova	PA	08/2019	05/2023
Wallkill Valley Regional High School	Hamburg	NJ	09/2015	06/2019
Unemployed	Franklin	NJ	06/2025	10/2025
Unemployed	Franklin	NJ	06/2019	08/2019

10/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
08/2023 → 06/2025

Pnc Financial Services

Pittsburgh, PA
05/2022 → 07/2022

Pnc Financial Services

Pittsburgh, PA
06/2021 → 08/2021

Rem And Company

Franklin, NJ
08/2019 → 05/2023

Villanova University

Villanova, PA
09/2015 → 06/2019

Wallkill Valley Regional High School

Hamburg, NJ
06/2025 → 10/2025

Unemployed

Franklin, NJ
06/2019 → 08/2019

Unemployed

Franklin, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-12