Pranav S. Patel
STRATEGIC ADVISERS LLC | Planning Consultant
PHILADELPHIA, PA
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CRD#: 6740230
Professional summary
Pranav S Patel, who also goes by Pranav Sailesh Patel, Pranav Patel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Philadelphia, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Villanova, Pennsylvania.
Pranav is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Pranav has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.
Biography
As a Planning Consultant I will partner with you to help you create a plan to work towards achieving your financial goals. This begins by building a trusting relationship with you, and understanding what is important for you and your family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pranav Sailesh Patel | Pranav Patel
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) - RIA
Click below to view Pranav S Patel's 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®
NoneEducation
Penn State University
Bachelor of Arts (BA) - Accounting
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532RIA
CRD#: 104555
PHILADELPHIA, PA
Current
December 14, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 797 East Lancaster Ave Suite 100, Villanova, PA 19085BD
CRD#: 7784
Villanova, PA
Past
January 10, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KING OF PRUSSIA, PA
Past
December 17, 2019 - November 19, 2021
LINCOLN INVESTMENT
RIA
CRD#: 519
Horsham, PA
Past
December 17, 2019 - November 19, 2021
CAPITAL ANALYSTS
RIA
CRD#: 162200
Jenkintown, PA
Past
November 8, 2019 - November 19, 2021
LINCOLN INVESTMENT
BD
CRD#: 519
Horsham, PA
Past
May 25, 2017 - October 16, 2019
MCADAM LLC
RIA
CRD#: 170914
Philadelphia, PA
Past
April 12, 2017 - July 5, 2017
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Philadelphia, PA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/11/2022)
RR
Alaska(1/11/2022)
RR
Arizona(1/11/2022)
RR
Arkansas(1/11/2022)
RR
California(1/11/2022)
RR
Colorado(1/11/2022)
RR
Connecticut(1/11/2022)
RR
Delaware(4/14/2023)
RR
District of Columbia(1/11/2022)
RR
Florida(1/11/2022)
RR
Georgia(1/11/2022)
RR
Hawaii(1/11/2022)
RR
Idaho(1/11/2022)
RR
Illinois(1/11/2022)
RR
Indiana(1/11/2022)
RR
Iowa(1/11/2022)
RR
Kansas(1/11/2022)
RR
Kentucky(1/11/2022)
RR
Louisiana(1/11/2022)
RR
Maine(1/11/2022)
RR
Maryland(1/11/2022)
RR
Massachusetts(1/11/2022)
RR
Michigan(1/11/2022)
RR
Minnesota(1/11/2022)
RR
Mississippi(1/11/2022)
RR
Missouri(1/11/2022)
RR
Montana(1/11/2022)
RR
Nebraska(1/11/2022)
RR
Nevada(1/11/2022)
RR
New Hampshire(1/11/2022)
RR
New Jersey(1/11/2022)
RR
New Mexico(1/11/2022)
RR
New York(1/11/2022)
RR
North Carolina(1/11/2022)
RR
North Dakota(1/11/2022)
RR
Ohio(4/16/2023)
RR
Oklahoma(1/11/2022)
RR
Oregon(1/11/2022)
RR
Pennsylvania(12/14/2021)
IAR
Pennsylvania(3/31/2025)
RR
Rhode Island(1/11/2022)
RR
South Carolina(1/11/2022)
RR
South Dakota(1/11/2022)
RR
Tennessee(1/11/2022)
RR
Texas(1/11/2022)
IAR
Texas(3/31/2025)
RR
Utah(4/14/2023)
RR
Vermont(1/11/2022)
RR
Virginia(1/11/2022)
RR
Washington(1/11/2022)
RR
West Virginia(1/11/2022)
RR
Wisconsin(1/11/2022)
RR
Wyoming(4/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/8/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
