Minesh Prabodh Patel

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/1999 → 02/2020
  Pruco Securities,Llc
  Macungie, PA
• 03/1999 → 02/2020
  The Prudential Insurance Company Of America
  Macungie, PA
• 02/2021 → 12/2024
  Pruco Securities, Llc.
  Basking Ridge, NJ
• 02/2021 → 12/2024
  Prudential Insurance Company Of America
  Basking Ridge, NJ
• 06/2020 → 08/2021
  Amzack Inc
  Reading, PA
• 02/2020 → 06/2020
  Unemployed
  Macungie, PA
• 08/2025 → Present
  First Command Fin Serv
  Fort Worth, TX
• 01/2025 → 08/2025
  Unemployed
  Macungie, PA

Previous Registrations

• 2002-12-17 → 2020-03-27
  Pruco Securities, Llc.
  Moutainside, NJ
  Basking Ridge, NJ
  Macungie, PA
  Newark, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-05-09
• S63 Uniform Securities Agent State Law Examination
  2002-06-06
• S65 Uniform Investment Adviser Law Examination
  2001-11-29

Designations

• Chartered Financial Consultant

Other Names

• Minesh P Patel