Natasha M. Patel
Professional summary
Natasha Minesh Patel, who also goes by Natasha Patel, is a registered financial advisor currently at SEI INVESTMENTS MANAGEMENT CORP located in Oaks, Pennsylvania.
Natasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Natasha has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Natasha Minesh Patel's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 10, 2024 - Present
SEI INVESTMENTS MANAGEMENT CORP
Office #1: One Freedom Valley Drive, Oaks, PA 19456January 20, 2021 - March 5, 2021
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
SEI INVESTMENTS MANAGEMENT CORP
CRD#: 105146 / SEC#: 801-24593
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/10/2024)
Exams
Series 7TO
Date: 1/20/2021
General Securities Representative ExaminationCurrent Firm
SEI INVESTMENTS MANAGEMENT CORP
CRD#: 105146 / SEC#: 801-24593
Contact information
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 99,603 |
| AUM (Assets Under Management) | $ 198,143,431,156 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/27/2025 | ||
| 10/25/2023 | ||
| 01/27/2023 |
Red Flags
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