Ankur G Patel
Professional Summary
Ankur G Patel is a registered financial advisor currently at ELLEVEST located in Monroe, New Jersey. Ankur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ankur has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
ELLEVATE FINANCIAL, INC. | ELLEVEST, INC. | ELLEVEST
Contact Information
Main Address
228 Park Ave S Pmb 94934, New York, NY 10003Mailing Address
228 Park Ave S Pmb 94934, New York, NY 10003-1502Phone Number
(844) 355-7100# of Employees
19SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
474AUM (Assets Under Management)
$1,131,232,881Similar Advisors
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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.
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Primary Firm SEC Registration
ELLEVATE FINANCIAL, INC. | ELLEVEST, INC. | ELLEVEST
State Registrations and Notice Filings
(1/10/2025)
(8/31/2021)
(2/24/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ankur G Patel's CRS (Customer Relationship Summary).
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