AMIT PATEL is an investment adviser representative (IAR) with state registration records since 2017, 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 | 2022-05-04 | 2025-03-31 | — |
| J.P. MORGAN SECURITIES LLC | 2018-02-13 | 2022-02-23 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-08-03 | 2018-01-29 | — |