AP

Amar A. Patel

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CRD#: 5478947
AP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Amar Amit Patel was a registered financial professional .

Amar is a previously registered financial professional and started their career in finance in 2008. Amar had worked at 2 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

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.

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


Past

March 23, 2010 - December 31, 2015

MSF CAPITAL, LLC

RIA
CRD#: 106219
NEW YORK, NY
Past

March 25, 2008 - February 16, 2010

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

RIA
CRD#: 144594
STAMFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam

Current Firm


MC
MSF CAPITAL, LLC
ENTRUST CAPITAL INC. | MSF PARTNERS, LLC (RELYING ADVISER) | MSF CAPITAL, LLC | MSF CAPITAL, LLC

CRD#: 106219 / SEC#: 801-53936

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Contact information


Main Address
126 East 56th Street 22nd Floor, New York, NY 10022
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Part 2 Brochures

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.

Company Information


MSF CAPITAL, LLC

CRD#: 106219

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