Dipen Anilkumar Patel

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 04/2010 → 06/2017
  Ramco Group
  Kampala
• 11/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 11/2017 → Present
  Bank Of America, N.A.
  Jacksonville, FL
• 07/2017 → 10/2017
  Unemployed
  Jacksonville, FL
• 09/2017 → 11/2017
  Robert Half
  Jacksonville, FL

Other Businesses

I* 1692325For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: noAddress of business: Jacksonville, FL, 32256Nature of business: Position, title, association: Co-owner with other family membersStart date of relationship: 02/01/2024Number of hours devoted: 3 monthly Number of hours devoted during trading hours: 0Duties: I*5046271, Entity Type: , Name of OBA: P Family Revocable Living Trust, Address: Jacksonville, Florida, 32256, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 05/24/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-08-02

Other Names

• Dipen Anil Patel
• Dipen Patel