Rushi Patel
Professional summary
Rushi Patel is a registered financial advisor currently at FAIRBRIDGE CAPITAL MANAGEMENT, LLC located in Franklin Park, 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rushi Patel's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2019 - Present
FAIRBRIDGE CAPITAL MANAGEMENT, LLC
January 19, 2024 - March 19, 2025
GIBBS WEALTH MANAGEMENT, LLC
December 10, 2012 - December 4, 2017
TD AMERITRADE, INC.
December 10, 2012 - December 4, 2017
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
December 10, 2012 - December 4, 2017
TD AMERITRADE, INC.
July 31, 2012 - November 27, 2012
AVATAR SECURITIES, LLC
November 13, 2007 - June 27, 2012
TD AMERITRADE, INC.
November 13, 2007 - June 27, 2012
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
November 13, 2007 - June 27, 2012
TD AMERITRADE, INC.
June 19, 2007 - November 2, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 12, 2007 - November 2, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2019)
Exams
Current Firm
FAIRBRIDGE CAPITAL MANAGEMENT, LLC
CRD#: 304090 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 9,885,100 |
Red Flags
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