Vijay C. Patel

MA PRIVATE WEALTH

San Carlos, CA 94070

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CRD#: 4595598

Professional summary

Vijay C Patel is a registered financial advisor currently at MA PRIVATE WEALTH, LLC located in San Carlos, California.

Vijay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Vijay has worked at 5 firms and has passed the Series 65, Series 63 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vijay C 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®

None

Experience

Current

July 7, 2021 - Present

MA PRIVATE WEALTH, LLC

Office #1: 1355 A San Carlos Avenue, San Carlos, CA 94070

RIA

CRD#: 291366

San Carlos, CA

Past

February 26, 2019 - February 11, 2021

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

SAN MATEO, CA

Past

December 7, 2015 - July 21, 2020

DRAGON FINANCIAL GROUP

RIA

CRD#: 282113

SAN MATEO, CA

Past

November 13, 2006 - July 28, 2015

FISHER INVESTMENTS

RIA

CRD#: 107342

SAN MATEO, CA

Past

November 5, 2002 - May 18, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

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".

MA PRIVATE WEALTH, LLC

CERTUS WEALTH MANAGEMENT | ORSON ADVISORS, LLC | MA PRIVATE WEALTH, LLC | EMERSON ADVISORS, LLC

CRD#: 291366 / SEC#: 801-112344

RIA

Registered Investment Advisory firm - (1/19/2018 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

California
(7/7/2021)

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: 9/13/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/4/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MA PRIVATE WEALTH, LLC

CERTUS WEALTH MANAGEMENT | ORSON ADVISORS, LLC | MA PRIVATE WEALTH, LLC | EMERSON ADVISORS, LLC

CRD#: 291366 / SEC#: 801-112344

RIA

Registered Investment Advisory firm - (1/19/2018 Approved)

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Contact information

Main Address

1355 A San Carlos Avenue, San Carlos, CA 94070

Mailing Address

Phone number

(650) 232-2021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAPW FORM ADV PART 2A BROCHURE (8/1/2025)

MAPW FORM ADV PART 2A: APPENDIX 1 WRAP PROGRAM BROCHURE (8/1/2025)

Regulatory assets under management

Total Number of Accounts	352
AUM (Assets Under Management)	$ 584,116,263

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Vijay C. Patel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vijay C Patel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

DRAGON FINANCIAL GROUP

FISHER INVESTMENTS

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

MA PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2006

Series 63

Date: 11/8/2002

Series 6

Date: 11/4/2002

Current Firm

MA PRIVATE WEALTH, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MA PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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