Rushi Patel

FAIRBRIDGE CAPITAL MANAGEMENT

Cedar Knolls, NJ 07927

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CRD#: 5229437

Professional summary

Rushi Patel is a registered financial advisor currently at FAIRBRIDGE CAPITAL MANAGEMENT, LLC located in Cedar Knolls, New Jersey.

Rushi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Rushi has worked at 6 firms and has passed the Series 66, SIE and Series 7 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)

The CRS(Customer Relationship Summary) document is not provided.

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

February 25, 2026 - Present

FAIRBRIDGE CAPITAL MANAGEMENT, LLC

Office #1: 240 Cedar Knolls Road, Suite 101, Cedar Knolls, NJ 07927

CRD#: 304090

Cedar Knolls, NJ

Past

January 19, 2024 - March 19, 2025

GIBBS WEALTH MANAGEMENT, LLC

RIA

CRD#: 281621

FRANKLIN PARK, NJ

Past

June 6, 2019 - December 31, 2025

FAIRBRIDGE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 304090

Franklin Park, NJ

Past

December 10, 2012 - December 4, 2017

TD AMERITRADE, INC.

RIA

CRD#: 7870

SHORT HILLS, NJ

Past

December 10, 2012 - December 4, 2017

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SHORT HILLS, NJ

Past

December 10, 2012 - December 4, 2017

TD AMERITRADE, INC.

CRD#: 7870

SHORT HILLS, NJ

Past

July 31, 2012 - November 27, 2012

AVATAR SECURITIES, LLC

CRD#: 147763

NEW YORK, NY

Past

November 13, 2007 - June 27, 2012

TD AMERITRADE, INC.

RIA

CRD#: 7870

MORRISTOWN, NJ

Past

November 13, 2007 - June 27, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

MORRISTOWN, NJ

Past

November 13, 2007 - June 27, 2012

TD AMERITRADE, INC.

CRD#: 7870

MORRISTOWN, NJ

Past

June 19, 2007 - November 2, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

March 12, 2007 - November 2, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

New Jersey
(2/25/2026)

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 66

Date: 6/18/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/2007

General Securities Representative Examination

Current Firm

FAIRBRIDGE CAPITAL MANAGEMENT, LLC

CRD#: 304090 / SEC#:

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Contact information

Main Address

Parsippany, NJ

Mailing Address

Phone number

(908) 616-1622

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 9,885,100

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

Rushi Patel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GIBBS WEALTH MANAGEMENT, LLC

FAIRBRIDGE CAPITAL MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

AVATAR SECURITIES, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2007

SIE

Date: 12/4/2017

Series 7

Date: 3/9/2007

Current Firm

FAIRBRIDGE CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAIRBRIDGE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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