ANKIT PATEL is an investment adviser representative (IAR) with state registration records since 2018, 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 | 2024-01-17 | 2025-03-31 | — |
| KEY INVESTMENT SERVICES LLC | 2019-04-16 | 2023-12-06 | — |
| PNC WEALTH MANAGEMENT | 2018-05-30 | 2018-11-01 | — |