Reeya Hiren Patel

Employer firm

Agw Capital Advisors CRD 150570

$1.73B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2024 → 07/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2022 → 12/2022
  Koss Olinger
  Gainesville, FL
• 08/2021 → 12/2023
  Gator Junior Golf Association
  Gainesville, FL
• 06/2014 → 05/2025
  Full-Time Education
  Gainesville, FL
• 06/2025 → Present
  Agw Capital Advisors
  Tampa, FL

Previous Registrations

• 2024-07-12 → 2024-08-09
  Charles Schwab & Co., Inc.
  Westlake, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-12

Other Names

• Reeya Patel