PANKIT PATEL is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2013-01-25 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-09-26 | 2012-11-19 | — |
| UBS FINANCIAL SERVICES INC. | 2007-10-08 | 2011-08-17 | — |