Sejal B 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
NJ	RA	APPROVED	2026-03-16

Branch Locations

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

Organization	City	State	From	To
Suntrust Advisory Services, Inc	Atlanta	GA	12/2017	09/2020
Portfolio Evaluations Inc	Warren	NJ	05/2017	11/2017
Unemployed	Colonia	NJ	07/2016	04/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2025	Present
At&T Services Inc	Bedminster	NJ	09/2020	08/2025
Boston University- Questrom School Of Business	Boston	MA	08/2024	Present

12/2017 → 09/2020

Suntrust Advisory Services, Inc

Atlanta, GA
05/2017 → 11/2017

Portfolio Evaluations Inc

Warren, NJ
07/2016 → 04/2017

Unemployed

Colonia, NJ
08/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2020 → 08/2025

At&T Services Inc

Bedminster, NJ
08/2024 → Present

Boston University- Questrom School Of Business

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-13
S65	Uniform Investment Adviser Law Examination	2018-02-23