Devang M. Patel

VIRTUS WEALTH SOLUTIONS

CRANFORD, NJ 07016

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CRD#: 4583282

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.

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.Fixed insurance sales, as an Agent, under the name 'Innovative Financial Solutions'; As of 01/01/17; 3% time spent during business hours; Conducted at branch; Investment related. 2. General Partner, Chyna Project Partners; film production; Located at 6060 Center Drive, Los Angeles, CA 90045; as of 12/30/2021; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Member and Co-owner, First Financial Resources, LLC, insurance sales producers group; as of 01/01/2017; 5% of time spent during business hours; Conducted at branch location; Investment related. 4. Co-owner, Falcon 900 LLC, created to hold aircraft; Located in Edison, NJ; as of 03/24/2021; 2% of time spent during business hours; Not Conducted at branch location; Not Investment related. 5. Co-owner, Carnegie Air, LLC, created to own Falcon 900 LLC; Located in Edison, NJ; as of 04/02/2021; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devang M. Patel's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

CPWA^®

Certified Private Wealth Advisor

Start date: 2013-08-14

Expire date: 2023-06-30

Experience

Current

September 30, 2024 - Present

VIRTUS WEALTH SOLUTIONS

Office #1: 517 Centennial Avenue Suite 200, Cranford, NJ 07016

RIA

CRD#: 332536

CRANFORD, NJ

Past

July 24, 2020 - October 11, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Cranford, NJ

Past

July 24, 2020 - October 11, 2024

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Cranford, NJ

Past

March 29, 2017 - August 17, 2018

IFS PLANNING STRATEGIES, LLC

RIA

CRD#: 122206

Iselin, NJ

Past

March 25, 2017 - July 28, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BOSTON, MA

Past

March 25, 2017 - July 28, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

BOSTON, MA

Past

June 11, 2003 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ISELIN, NJ

Past

October 14, 2002 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

TINTON FALLS, NJ

Past

October 14, 2002 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ISELIN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIRTUS WEALTH SOLUTIONS

INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | VIRTUS WEALTH SOLUTIONS

CRD#: 332536 / SEC#: 801-130985

RIA

Registered Investment Advisory firm - (8/26/2024 Approved)

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

Maryland
(9/30/2024)

IAR

New Jersey
(10/2/2024)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 4/22/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/22/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/11/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VIRTUS WEALTH SOLUTIONS

INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | VIRTUS WEALTH SOLUTIONS

CRD#: 332536 / SEC#: 801-130985

RIA

Registered Investment Advisory firm - (8/26/2024 Approved)

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Contact information

Main Address

517 Centennial Avenue Suite 200, Cranford, NJ 07016

Mailing Address

Phone number

(908) 967-6360

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A NOVEMBER 2025 (11/4/2025)

Regulatory assets under management

Total Number of Accounts	1,021
AUM (Assets Under Management)	$ 501,433,225

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Devang M. Patel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devang M. Patel's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

IFS PLANNING STRATEGIES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

VIRTUS WEALTH SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/22/2003

Series 63

Date: 11/22/2002

SIE

Date: 10/1/2018

Series 7

Date: 7/9/2003

Series 6

Date: 10/11/2002

Current Firm

VIRTUS WEALTH SOLUTIONS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTUS WEALTH SOLUTIONS

TRUST BUT VERIFY

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