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Vatsal Patel

Eagle Strategies LLC

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About Vatsal Patel

Vatsal Patel is an investment advisor representative with Eagle Strategies LLC. Vatsal has been in the industry since 2019, and has prior experience with Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Vatsal Patel is registered to provide investment advice in Kentucky, Massachusetts, New Jersey, and Tennessee. Vatsal Patel holds the Series 66, Series 7TO, and SIE licenses.

Firm Information

Vatsal Patel is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Vatsal Patel’s Registration & Firm History

NJ

12/21/2023 - Present

Eagle Strategies LLC (EDISON NJ)

MA

11/29/2021 - 07/05/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEDFORD MA)

MA

06/15/2019 - 11/12/2021

EDWARD JONES (CHELMSFORD MA)

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Licenses & Designations

BOTH

Issued 07/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vatsal Patel.
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