Chandresh N. Patel
Professional summary
Chandresh Nagin Patel, who also goes by Chad Patel, Chandresh Nagin Patel, is a registered financial professional currently at CANACCORD GENUITY LLC located in New York, New York and CANTOR FITZGERALD & CO. located in New York, New York.
Chandresh is registered as a RR (Registered Representative) and started their career in finance in 1992. Chandresh has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 57TO, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Chandresh Nagin Patel's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 26, 2022 - Present
CANACCORD GENUITY LLC
Office #1: One Pennsylvania Plaza Suite 2900, New York, NY 10119November 10, 2025 - Present
CANTOR FITZGERALD & CO.
Office #1: 110 East 59th Street 4 Floor Itd, New York, NY 10022June 15, 2006 - February 22, 2007
G-2 TRADING,LLC
February 19, 2004 - June 8, 2006
CITIGROUP GLOBAL MARKETS INC.
October 23, 2003 - June 8, 2006
CITIGROUP GLOBAL MARKETS INC.
September 23, 2002 - December 31, 2003
LION'S SHARE CAPITAL,LLC
January 4, 1999 - March 31, 2000
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 3, 1996 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
June 28, 1993 - June 8, 1996
DONALD & CO. SECURITIES INC.
February 19, 1993 - June 4, 1993
PRUDENTIAL EQUITY GROUP, LLC
September 30, 1992 - December 18, 1992
LEHMAN BROTHERS INC.
May 4, 1992 - August 12, 1992
H.J. MEYERS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 57TO
Date: 8/26/2022
Securities Trader ExamSeries 8
Date: 8/26/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Cboe BYX Exchange, Inc.
Cboe BZX Exchange, Inc.
Cboe EDGA Exchange, Inc.
Cboe EDGX Exchange, Inc.
FINRA
Investors' Exchange LLC
NYSE Arca, Inc.
Nasdaq ISE, LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
CANTOR FITZGERALD & CO.
CRD#: 134 / SEC#: , 8-201
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CFS CF & CO I HOLDINGS, L.P. | MANAGING GENERAL PARTNER | |
| ANZALONE, THOMAS JOSEPH | CHIEF OPERATIONS OFFICER/PRINCIPAL OPERATIONS OFFICER | 1161513 |
| BANDELIER, PASCAL DANIEL | CO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF EQUITIES | 4424051 |
| CFLP CF&CO I HOLDINGS, L.P. | LIMITED PARTNER | |
| KELLY, SAGE NOLAN | CO-CHIEF EXECUTIVE OFFICER /GLOBAL HEAD OF INVESTMENT BANKING | 2528122 |
| MERKEL, STEPHEN MARCUS | EXECUTIVE MANAGING DIRECTOR, CHIEF LEGAL OFFICER, GENERAL COUNSEL & SECRETARY | 2366318 |
| SALINAS, DANNY | CHIEF FINANCIAL OFFICER | 6184109 |
| SHIELDS, WILLIAM MICHAEL | CHIEF COMPLIANCE OFFICER | 2380166 |
| WALL, CHRISTIAN DOUGLAS | CO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF FIXED INCOME | 2751397 |
Disclosures
| Regulatory Event | 97 |
Red Flags
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