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Inactive

Ankur G Patel

Ellevest

New York, NY

Monroe, NJ

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Current Employers
Ellevest

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-10
NY RA APPROVED 2021-08-31
TX RA APPROVED 2021-02-24
  • NJ RA
    APPROVED
    Since 2025-01-10
  • NY RA
    APPROVED
    Since 2021-08-31
  • TX RA
    APPROVED
    Since 2021-02-24

Branch Locations

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Monroe, NJ • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Co / Lenox Advisors, Inc New York NY 06/2016 05/2018
Mml Investors Services New York NY 06/2016 05/2018
Lenox Wealth Advisors New York NY 05/2018 09/2019
Ellevest, Inc. New York NY 09/2019 Present
  • 06/2016 → 05/2018
    Massmutual Life Insurance Co / Lenox Advisors, Inc
    New York, NY
  • 06/2016 → 05/2018
    Mml Investors Services
    New York, NY
  • 05/2018 → 09/2019
    Lenox Wealth Advisors
    New York, NY
  • 09/2019 → Present
    Ellevest, Inc.
    New York, NY
Previous Registrations
  • 2012-08-13 → 2016-05-12
    Credit Suisse Securities (Usa) Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-06
  • S66 Uniform Combined State Law Examination
    2012-08-06
Designations

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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