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Ankur G Patel

Ellevest

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About Ankur G Patel

Ankur Patel is a financial advisor registered with Ellevest, Inc. Ankur Patel is a Registered Representative in New Jersey, New York and Texas. Ankur Patel has been working in the financial services industry since March 2010. Ankur Patel has also worked with Credit Suisse Securities (USA) LLC, MML Investors Services, LLC, and Lenox Wealth Advisors. Ankur Patel holds the Series 66, Series 7, and SIE exams. Ankur Patel is a Chartered Financial Analyst.

Firm Information

Ankur Patel is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning workshops; 1:1 consulting

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Ankur Patel’s Registration & Firm History

NY

02/24/2021 - Present

Ellevest (NEW YORK NY)

NY

07/21/2016 - 05/03/2018

MML INVESTORS SERVICES, LLC (NEW YORK NY)

NY

04/14/2012 - 05/12/2016

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ankur G Patel.
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