SHAILESH S. PATEL is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with PATEL CAPITAL MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PATEL CAPITAL MANAGEMENT LLC | 2026-01-01 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2024-07-08 | — |
| STRATEGIC ADVISERS LLC | 2014-12-11 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-01-03 | 2014-09-09 | — |