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Kunal H Patel

Hennion & Walsh Asset Management, Inc.

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About Kunal H Patel

Kunal Patel is a Registered Representative of Hennion & Walsh Asset Management, Inc. with over 12 years of experience in the financial services industry. Kunal is a Certified Financial Planner and specializes in providing financial planning and investment advice to individuals, families, and businesses. Kunal has a wide range of experience in providing financial guidance, including portfolio management, retirement planning, and estate planning. Kunal is committed to helping clients achieve their financial goals through personalized financial advice and strategies.

Firm Information

Kunal Patel is currently registered with Hennion & Walsh Asset Management, Inc.. Hennion & Walsh Asset Management, Inc. is a Registered Investment Advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Hennion & Walsh manages approximately $472.7 million in assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. The firm has 65 investment adviser representatives and 20 licensed agents.
Hennion & Walsh Asset Management, Inc.

2001 ROUTE 46

PARSIPPANY, NJ 07054

$472.71M

Assets Under Management

15

Total Clients

63

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Kunal Patel’s Registration & Firm History

NJ

12/21/2010 - Present

Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 12/20/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kunal H Patel.
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