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Vatsal Patel

Eagle Strategies LLC

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About Vatsal Patel

Vatsal Patel is a financial advisor with Eagle Strategies LLC, an investment advisor registered with the SEC. Vatsal has been in the financial industry since August 5, 2019. Vatsal has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Vatsal holds the Series 66, Series 7TO, and SIE licenses. Vatsal is also registered in Kentucky, Massachusetts, New Jersey and Tennessee. Vatsal provides a wide range of advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.

Firm Information

Vatsal Patel is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

379 THORNALL STREET

EDISON, NJ 08837

$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 7/8/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 5/20/2019

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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