Nish Kamlesh Patel

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2020 → Present
  Dunkin Donuts
  Trenton, NJ
• 07/2014 → Present
  A-1 Food Mart
  Roebling, NJ
• 05/2024 → 08/2024
  A-1 Lighting
  Roebling, NJ
• 10/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-15

Other Names

• Nish Patel