Eddie G. Patel
ZENDAMENTALS
Chicago, IL 60618
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CRD#: 4255328
Professional summary
Eddie Ghanshyambhai Patel, CFP® is a registered financial advisor currently at ZENDAMENTALS located in Chicago, Illinois.
Eddie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eddie has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Zen Wealth Management Group, Inc. ADV Category: accounting firm & insurance agency & real estate broker or dealer; investment related: Location of the business: 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; Description of the business: Zen Wealth Management Group, Inc. provides bookkeeping, payroll, registered agency, virtual CFO, and tax return preparation services to its clients. Zen Wealth Management Group Inc. holds a life & health insurance license in Illinois, Florida, and California and also holds a real estate brokerage license in Illinois.; Position Title: President/CEO; Duties: responsible for overseeing all aspects of the business including hiring, personnel management, marketing, administration, corporate accounting, tax return and financial statement reviews.; 2008-01-01; Hours 130 hrs/mo; 2. Zen Tax 3, LLC; not investment related; Location of the business: 2898 George Washington Memorial Hwy, Hayes, VA 23072; Description of the business: Zen Tax 3 LLC is an accounting firm. It provides bookkeeping, payroll, registered agency, and tax return preparation services to its clients. It also provides virtual CFO services.; Position Title: Chief Executive Officer; Responsibilities Duties: responsible for overseeing all aspects of the business including personnel management, marketing, administration, corporate accounting, tax return and financial statement reviews.; Start date with business: 2021-01-01; Hours devoted to business 25 hrs/mo; 3. Box Holdings, LLC; investment related: Location of the business: 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; Description of the business: This is a holding company for rental real estate.; Position Title: Managing Member; Responsibilities Duties: Eddie Patel is one of two members in the LLC. He manages the accounting, tenant relationships, and maintenance of the buildings in the LLC.; 2017-07-01;Hours devoted to business during trading hours: 2;Hours dev; Location of the business: 2898 George Washington Memorialoted to business outside trading hours: 5; 4. Zen Tax 4, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; not investment related; Description of the business: Zen Tax 3 LLC is an accounting firm. It provides bookkeeping, payroll, registered agency, and tax return preparation services to its clients. It also provides virtual CFO services.; Position Title: Chief Executive Officer; Duties: responsible for overseeing all aspects of the business including personnel management, marketing, administration, corporate accounting, tax return and financial statement review; Member since 9/27/2023; 5 hrs/mo 5. Zen Tax 1, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; not investment related; Holding Company - Non Active; Member since 10/23/2023; 0 hrs/mo 6. Zen Life Strategies, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; investment related; Insurance Agency - Non Active; Member since 10/25/2023; 0 hrs/mo 7. Thinkquity, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; not investment related; Real Estate Investment Holding Company; Member since 4/18/2023; 0 hrs/mo 8. Zen Spaces, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; not investment related; Real Estate Investment Holding Company; Member since 8/9/2022; 0 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Eddie Ghanshyambhai Patel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
October 1, 2008 - Present
ZENDAMENTALS
Office #1: 2257 W Irving Park Rd Ste 1, Chicago, IL 60618RIA
CRD#: 148411
Chicago, IL
Past
February 23, 2024 - March 1, 2024
EXPRESSIVE WEALTH LLC
RIA
CRD#: 329974
CHICAGO, IL
Past
December 15, 2017 - May 30, 2018
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
BD
CRD#: 130390
RALEIGH, NC
Past
March 8, 2001 - December 31, 2001
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past
December 8, 2000 - January 16, 2001
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/14/2021)
IAR
Illinois(10/1/2008)
IAR
Virginia(10/25/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ZE
ZENDAMENTALS
EDDIE PATEL, INC | ZENDAMENTALS
CRD#: 148411 / SEC#: 801-134594
California
Registered Investment Advisory firm - (7/14/2021 Approved)Illinois
Registered Investment Advisory firm - (10/1/2008 Approved)Virginia
Registered Investment Advisory firm - (10/25/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2257 W Irving Park Rd Ste 1, Chicago, IL 60618
Mailing Address
Phone number
(773) 248-1000
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 945 |
| AUM (Assets Under Management) | $ 129,644,565 |
Red Flags
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