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Aashay Patel

Clear Street LLC

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About Aashay Patel

Aashay Patel is a financial professional registered with FINRA and the state of New York. Aashay is currently employed with Clear Street LLC and previously worked at Leerink Partners LLC. Aashay is licensed to conduct securities business in New York. Aashay has passed the Series 63, Series 79TO and SIE exams.

Firm Information

Aashay Patel is currently registered with Clear Street LLC. Clear Street LLC is a Limited Liability Company formed in December 2016. The firm is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia. They are also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aashay Patel’s Registration & Firm History

NY

08/18/2023 - Present

Clear Street LLC (NEW YORK NY)

NY

09/16/2022 - 08/15/2023

LEERINK PARTNERS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aashay Patel.
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