Shyamal Patel

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 02/2024 → Present
  Westford Tax & Financial Group, Inc
  Westford, MA
• 01/2021 → 02/2024
  Pwc
  Boston, MA
• 01/2020 → 09/2020
  Pwc
  Boston, MA
• 07/2019 → 08/2019
  Carbonite
  Boston, MA
• 09/2012 → 12/2021
  Full-Time Education
  Westford, MA
• 01/2017 → 05/2017
  Westford Tax And Financial Group
  Westford, MA
• 01/2018 → 09/2018
  Westford Tax And Financial Group
  Westford, MA
• 12/2018 → 05/2019
  Westford Tax And Financial Group
  Westford, MA
• 12/2024 → 09/2025
  Avantax Investment Services Inc.
  Westford, MA
• 12/2024 → 09/2025
  Avantax Advisory Services
  Westford, MA
• 01/2025 → 10/2025
  Cpa-Westford Tax Services, Inc.
  Westford, MA
• 02/2025 → Present
  Westford Tax And Financial Group
  Westford, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Westford, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Deloitte Tax Llp
  Boston, MA

Previous Registrations

• 2025-06-20 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Westford, MA

Other Businesses

1) CPA-WESTFORD TAX & FINANCIAL GROUP, INC POSITION: CPA, Tax Accountant NATURE: Westford Tax and Financial Group offers complete financial planning, business formation and planning, Bookkeeping and payroll services, Tax Preparation and Tax Problem Resolution with IRS and 50 states. The company also helps with calculating estimated tax liabilities for personal & business entities. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/05/2024 ADDRESS: 270 Littleton Road, Unit 14, Westford MA 01886, United States DESCRIPTION: I am an employee at Westford Tax and Financial Group where I provide CPA services such as bookkeeping, payroll, tax preparation and planning, IRS notice responses and assistance. 2) WESTFORD TAX AND FINANCIAL GROUP POSITION: Financial Assistant to Rep NATURE: Westford tax and Financial Group specializes in helping Individuals develop sound investment strategies. The Group offers personalized hands-on service and educate the clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 02/05/2025 ADDRESS: 270 Littleton Road, Unit 14, Westford MA 01886, United States DESCRIPTION: I am an assistant to the rep Naresh S Patel and I help prepare applications using all the required client information. Moreover, I also communicate with the client to gather all the required information needed for their application. 3) NAME OF OTHER BUSINESS: DELOITTE TAX LLP; INVESTMENT RELATED: NO; ADDRESS: 115 FEDERAL STREET BOSTON, MA 02110; NATURE OF BUSINESS: TAX PREPARATION; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: SENIOR TAX ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: TAX PREPARER WORKING FOR A CPA TO PROVIDE TAX SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2025-05-19