Ankur G Patel

CFA

Ellevest

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningSocially Responsible InvestingWomen

Ellevest

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

79,645 clients

Average Client Portfolio

$27K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

228 Park Ave S, Pmb 94934, New York, NY, 10003

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ellevest

February 2021 - Present · 5 yrs

Previous Registrations

MML Investors Services, LLCBroker

July 2016 - May 2018 · 1 yr 10 mos

Credit Suisse Securities (USA) LLC

August 2012 - May 2016 · 3 yrs 9 mos

Credit Suisse Securities (USA) LLCBroker

April 2012 - May 2016 · 4 yrs 1 mo

State Registrations3 states

NJNYTX

Advisor

Exams

No exam information available for this advisor.