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Sanay J Patel

Purpose Wealth

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About Sanay J Patel

Sanay J. Patel is an Investment Advisor Representative at Purpose Wealth, a firm based in Longmont, Colorado. Sanay has been in the financial services industry since 2003. Sanay is registered with the state of Colorado as an Investment Advisor Representative. Sanay has a Series 7 and a Series 65 license. Sanay specializes in financial planning and portfolio management for individuals.

Firm Information

Sanay Patel is currently registered with Purpose Wealth. Purpose Wealth is a registered investment advisor with 1 investment advisor representative. The firm manages $3,606,418 in regulatory assets under management for 7 accounts, including individual clients and high-net-worth individuals. They provide financial planning and portfolio management services.

$3.61M

Assets Under Management

1

Total Clients

1

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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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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Sanay Patel’s Registration & Firm History

CO

01/02/2024 - Present

Purpose Wealth (LONGMONT CO)

NY

10/08/2003 - 02/06/2004

PUTNAM LOVELL NBF SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sanay J Patel.
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