Chandresh Patel
Professional summary
Chandresh Patel, who also goes by Chad Patel, Chandresh Nagin Patel, is a registered financial professional currently at 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 Patel's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 10, 2025 - Present
CANTOR FITZGERALD & CO.
Office #1: 110 East 59th Street 4 Floor Itd, New York, NY 10022August 26, 2022 - November 24, 2025
CANACCORD GENUITY LLC
June 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 EDGA Exchange, Inc.
Cboe EDGX Exchange, Inc.
FINRA
Investors' Exchange LLC
NYSE Arca, Inc.
Nasdaq ISE, LLC
Nasdaq Stock Market
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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