Devang M. Patel
CFP®, CPWA®Professional Summary
Devang M. Patel, CFP®, CPWA® is a registered financial advisor currently at VIRTUS WEALTH SOLUTIONS located in Cranford, New Jersey. Devang is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Devang has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | VIRTUS WEALTH SOLUTIONS
Contact Information
Main Address
517 Centennial Avenue Suite 200, Cranford, NJ 07016Phone Number
(908) 967-6360# of Employees
6SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,050AUM (Assets Under Management)
$594,905,446Similar Advisors
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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.
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Primary Firm SEC Registration
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | VIRTUS WEALTH SOLUTIONS
State Registrations and Notice Filings
(9/30/2024)
(10/2/2024)
(9/30/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2002About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Devang M. Patel's CRS (Customer Relationship Summary).
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