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Zeal Biren Patel

Grayscale Securities, LLC

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About Zeal Biren Patel

Zeal Patel is a financial professional with over 6 years of experience in the securities industry. Zeal is currently registered with Grayscale Securities, LLC. Zeal holds Series 63, 7, 7TO, and SIE licenses and has a background in financial services. Prior to joining Grayscale Securities, LLC, Zeal worked at Credit Agricole Securities (USA) Inc.

Firm Information

Zeal Patel is currently registered with Grayscale Securities, LLC. Grayscale Securities, LLC is a Limited Liability Company formed in June 2018 and is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

24

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.

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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Zeal Patel’s Registration & Firm History

CT

02/29/2024 - Present

Grayscale Securities, LLC (STAMFORD CT)

NY

10/13/2016 - 06/12/2020

CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zeal Biren Patel.
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