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Sonali Mahendra Patel

Texas Capital Bank Private Wealth Advisors

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About Sonali Mahendra Patel

Sonali Mahendra Patel is a financial advisor with Texas Capital Bank Private Wealth Advisors, and has been in the industry since 2015. Sonali has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Texas Capital Bank Private Wealth Advisors, Sonali worked at Goldman, Sachs & Co., SharesPost Financial Corporation, and Martin Capital Advisors, LLP. Sonali holds a Series 7, Series 63, and Series 66 license. Sonali is also a board member for Teach For America and Restore Education.

Firm Information

Sonali Patel is currently registered with Texas Capital Bank Private Wealth Advisors. Texas Capital Bank Private Wealth Advisors is a Dallas, TX-based firm with approximately $1 billion - $10 billion in assets under management. They offer financial planning, selection of other advisors, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They have 9 licensed agents, 62 investment adviser reps, and 36 registered representatives. Their client base includes high-net-worth individuals, corporations or other businesses, charitable organizations, investment companies, and state or municipal government entities. They are also a participant in wrap fee programs.
Texas Capital Bank Private Wealth Advisors

2000 MCKINNEY AVENUE

DALLAS, TX 75201

$3.38B

Assets Under Management

Not reported

Total Clients

67

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Sonali Patel’s Registration & Firm History

TX

12/08/2022 - Present

Texas Capital Bank Private Wealth Advisors (San Antonio TX)

NY

09/19/2018 - 01/15/2020

SHARESPOST FINANCIAL CORPORATION (New York NY)

NY

10/05/2015 - 11/05/2015

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/06/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sonali Mahendra Patel.
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