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Rushi Patel

Gibbs Wealth Management, LLC

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About Rushi Patel

Rushi Patel is a financial advisor with Gibbs Wealth Management, LLC based in Franklin Park, NJ. Rushi Patel is also registered with Fairbridge Capital Management, LLC. Rushi Patel has been a financial advisor for more than 15 years. Rushi Patel is dedicated to providing financial advice to individuals and families. Rushi Patel specializes in investment advisory services, including portfolio management, financial planning, and education seminars. Rushi Patel has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Rushi Patel is currently registered with Gibbs Wealth Management, LLC. Gibbs Wealth Management, LLC is a registered investment advisor based in Alpharetta, GA. With over 12 licensed agents and 10 investment advisor representatives, the firm manages approximately $391.39 million in assets for 2,983 clients. Gibbs Wealth Management provides a range of advisory services, including portfolio management for individuals, educational seminars, and selection of other advisors. The firm serves individuals, including high-net-worth individuals.
Gibbs Wealth Management, LLC

3980 OLD MILTON PARKWAY

ALPHARETTA, GA 30005

$391.39M

Assets Under Management

Not reported

Total Clients

42

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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percentage of assets

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

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Rushi Patel’s Registration & Firm History

NJ

01/19/2024 - Present

Gibbs Wealth Management, LLC (FRANKLIN PARK NJ)

NJ

12/10/2012 - 12/04/2017

TD AMERITRADE, INC. (SHORT HILLS NJ)

NY

07/31/2012 - 11/27/2012

AVATAR SECURITIES, LLC (NEW YORK NY)

NJ

11/13/2007 - 06/27/2012

TD AMERITRADE, INC. (MORRISTOWN NJ)

NY

03/12/2007 - 11/02/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rushi Patel.
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