Dhilan Patel

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 01/2016 → 12/2016
  Lonestar College
  Humble, TX
• 01/2017 → 05/2021
  University Of Houston
  Houston, TX
• 01/2016 → 08/2022
  Shreeji Hospitality
  Humble, TX
• 09/2022 → 02/2026
  Guardian Life Insurance Company
  Houston, TX
• 03/2023 → 08/2024
  Park Avenue Securities Llc
  Houston, TX
• 03/2026 → Present
  Fisher Investments
  Plano, TX

Other Businesses

OmniGreen LLC; Non-Investment Related; Scottish Inn and Suites 14835 Eastex Freeway, Humble, TX 77396; Retail Product Startup; Founder; personal business;06/01/2024 ; 56hrs/month; 0 hrs/during trading hours; Oversee development of product and launch, still in early stages and prototyping. I don't receive a pay from this role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-15