Sanjay Rameshbhai 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

• 11/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → Present
  Bank Of America Na
  New York, NY

Other Businesses

I*35881FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: STERLING PLAZA CONDOMINUM,INVESTMENT RELATED: NADDRESS OF BUSINESS:NEW YORK, NEW YORK 10017NATURE OF BUSINESS: OTHER, CONDOMINUM ASSOCIATIONPOSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 0001-01-01NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: HOUSING CONDOMINUM VICE PRESIDENT OF THE BOARD I*3984273, Entity Type: , Name of OBA: S P, Address: ny, New York, 10017, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/02/2026, No Hours: 0.15 Weekly, No Hours during Trading: 0.15 Weekly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-03-07

Other Names

• Danjay Rameshbhai Patel
• Sanjay R Patel