Alpesh R Patel is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2025-08-15 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2021-02-26 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-08-25 | 2021-03-01 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2007-03-29 | 2009-08-28 | — |
| WELLS FARGO INVESTMENTS, LLC | 2002-03-20 | 2007-01-03 | — |