Reeya H. Patel

URS ADVISORY

JUPITER, FL 33458

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CRD#: 7587605

Professional summary

Reeya Hiren Patel, who also goes by Reeya Patel, is a registered financial advisor currently at URS ADVISORY located in Jupiter, Florida.

Reeya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Reeya has worked at 3 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Reeya 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reeya Hiren Patel's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 14, 2026 - Present

URS ADVISORY

Office #1: 4425 N Military Trail Suite 208, Jupiter, FL 33458

RIA

CRD#: 289892

JUPITER, FL

Past

October 27, 2025 - June 1, 2026

AGW CAPITAL ADVISORS

RIA

CRD#: 150570

TAMPA, FL

Past

July 12, 2024 - August 9, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SAN FRANCISCO, CA

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".

URS ADVISORY

URS ADVISORY | URS ADVISORY LLC

CRD#: 289892 / SEC#: 801-136079

RIA

Registered Investment Advisory firm - (4/29/2026 Approved)

Alabama

Registered Investment Advisory firm - (4/29/2026 Terminated)

California

Registered Investment Advisory firm - (5/30/2026 Terminated)

Florida

Registered Investment Advisory firm - (4/30/2026 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(9/14/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 7/12/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 11/9/2023

Securities Industry Essentials Examination

Current Firm

URS ADVISORY

URS ADVISORY | URS ADVISORY LLC

CRD#: 289892 / SEC#: 801-136079

RIA

Registered Investment Advisory firm - (4/29/2026 Approved)

Alabama

Registered Investment Advisory firm - (4/29/2026 Terminated)

California

Registered Investment Advisory firm - (5/30/2026 Terminated)

Florida

Registered Investment Advisory firm - (4/30/2026 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2026 Terminated)

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Contact information

Main Address

4425 N Military Trail Suite 208, Jupiter, FL 33458

Mailing Address

Phone number

(561) 594-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A&2B SEC (7/15/2026)

Regulatory assets under management

Total Number of Accounts	536
AUM (Assets Under Management)	$ 200,312,614

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.

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Reeya H. Patel

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reeya Hiren Patel's CRS (Customer Relationship Summary).

Certified licenses

Experience

URS ADVISORY

AGW CAPITAL ADVISORS

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

URS ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Passed: 7/12/2024

SIE

Passed: 11/9/2023

Current Firm

URS ADVISORY

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

URS ADVISORY

TRUST BUT VERIFY

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