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Pranav S Patel

Strategic Advisers LLC

Villanova, PA

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Philadelphia, PA • 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
Mcadam Llc Philadelphia PA 02/2017 10/2019
Purshe Kaplan Sterling Investments Albany NY 02/2017 07/2017
Penn State University State College PA 08/2012 12/2016
Lincoln Investment Fort Washington PA 10/2019 11/2021
Fidelity Investments King Of Prussia PA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 10/2019
    Mcadam Llc
    Philadelphia, PA
  • 02/2017 → 07/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 08/2012 → 12/2016
    Penn State University
    State College, PA
  • 10/2019 → 11/2021
    Lincoln Investment
    Fort Washington, PA
  • 11/2021 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
  • 2019-12-17 → 2021-11-19
    Lincoln Investment
    Horsham, PA
  • 2019-12-17 → 2021-11-19
    Capital Analysts
    Jenkintown, PA
  • 2017-05-25 → 2019-10-16
    Mcadam Llc
    Philadelphia, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-11-26
S65 Uniform Investment Adviser Law Examination 2017-05-25
  • S63 Uniform Securities Agent State Law Examination
    2019-11-26
  • S65 Uniform Investment Adviser Law Examination
    2017-05-25
Other Names
  • Pranav Patel
  • Pranav Sailesh Patel

View on SEC IAPD

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GREEN DRAKE ADVISORS LLC
PATRIOT FINANCIAL MANAGER, L.P.

Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA
HUNTER SHULL

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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