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Manali Patel

Blackrock Investments, LLC

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About Manali Patel

Manali Patel is a registered representative with Blackrock Investments, LLC. Manali has been in the industry since March 10, 2017. Manali has passed the Series 63, Series 7, Series 24 and SIE exams. Manali is registered in 52 states. Manali has prior work experience with Prudential Investment Management Services LLC, AMG Distributors, Inc., and UBS Securities LLC.

Firm Information

Manali Patel is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

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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Manali Patel’s Registration & Firm History

NY

07/28/2022 - Present

Blackrock Investments, LLC (NEW YORK NY)

NJ

02/03/2021 - 05/05/2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

CT

11/11/2016 - 10/29/2019

AMG DISTRIBUTORS, INC. (STAMFORD CT)

NY

05/12/2010 - 07/11/2011

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Manali Patel.
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