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Devang M. Patel

Virtus Wealth Solutions

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About Devang M. Patel

Devang M. Patel is a financial advisor with Virtus Wealth Solutions. Devang has been in the financial services industry since October 2002. Devang has a strong focus on financial planning and portfolio management for individuals and businesses. Devang is also a Certified Financial Planner.

Firm Information

Devang Patel is currently registered with Virtus Wealth Solutions. Virtus Wealth Solutions is an investment advisory firm based in Cranford, NJ. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has approximately $481.5 million in regulatory assets under management and serves over 1,000 accounts.
Virtus Wealth Solutions

517 CENTENNIAL AVENUE

CRANFORD, NJ 07016

$481.52M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Devang Patel’s Registration & Firm History

NJ

09/30/2024 - Present

Virtus Wealth Solutions (CRANFORD NJ)

MA

03/25/2017 - 07/28/2020

MML INVESTORS SERVICES, LLC (BOSTON MA)

NJ

10/14/2002 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (ISELIN NJ)

NJ

10/14/2002 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (TINTON FALLS NJ)

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Licenses & Designations

IA

Issued 04/22/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devang M. Patel.
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