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Milin Patel

Strategic Advisers LLC

Spring, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Spring, TX • 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
Wells Fargo Bank, Na Spring TX 05/2015 12/2022
Wells Fargo Clearing Services, Llc Spring TX 05/2018 12/2022
Hnb Enterprises Corporation Houston TX 05/1987 06/2023
Bee One Properties Ltd Houston TX 06/1997 06/2023
Fidelity Investments Westlake TX 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 12/2022
    Wells Fargo Bank, Na
    Spring, TX
  • 05/2018 → 12/2022
    Wells Fargo Clearing Services, Llc
    Spring, TX
  • 05/1987 → 06/2023
    Hnb Enterprises Corporation
    Houston, TX
  • 06/1997 → 06/2023
    Bee One Properties Ltd
    Houston, TX
  • 06/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-100179|OrgNmn:Bee One Properties Ltd|Org Addr:Houston,Texas,US|OBA Nature:Real Estate leasing management|Invst Rel:Y|Title:Partner|Duties:duties of the president as General Partner of Real Estate Mngt|StrtDt:06-01-98|TotHrs/mon:1|TrdHrs/mon:1|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-05
S63 Uniform Securities Agent State Law Examination 2019-02-04
  • S65 Uniform Investment Adviser Law Examination
    2019-03-05
  • S63 Uniform Securities Agent State Law Examination
    2019-02-04
Other Names
  • Milin Patel
  • Milin Mansukhbhai Patel

View on SEC IAPD

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