Aksha Chhotubhai 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	2026-07-07
NY	RA	APPROVED	2026-05-04

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2026	Present
Lindblad Expeditions	New York	NY	08/2023	03/2026
Cvs Health	Hartford	CT	09/2022	08/2023
Steward Health Care Systems Llc	Dallas	TX	09/2019	09/2022
Unemployed	Dallas	TX	05/2019	09/2019
Texas State University	San Marcos	TX	08/2015	05/2019
Bank Of America, N.A.	New York	NY	05/2026	Present

03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2023 → 03/2026

Lindblad Expeditions

New York, NY
09/2022 → 08/2023

Cvs Health

Hartford, CT
09/2019 → 09/2022

Steward Health Care Systems Llc

Dallas, TX
05/2019 → 09/2019

Unemployed

Dallas, TX
08/2015 → 05/2019

Texas State University

San Marcos, TX
05/2026 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-25

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