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Devansh D. Patel

ZIEGLER CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois
SIE, Series 7, Series 24, Series 63Clean recordZIEGLER CAPITAL MANAGEMENT, LLC
30 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 3075661Firm CRD# 309195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Devansh D. Patel · CHICAGO, IL
Registration
CRD #3075661 · ZIEGLER CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ZIEGLER CAPITAL MANAGEMENT, LLC
CRD 309195 · SEC 801-118813
AUM
$6.6B
Regulatory assets under management
Employees
53
1,486 client accounts
Services offered by ZIEGLER CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at ZIEGLER CAPITAL MANAGEMENT, LLC →
Introduction

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04

Frequently Asked Questions

What services does Devansh D. Patel offer?
Devansh D. Patel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Devansh D. Patel's credentials?
Devansh D. Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Devansh D. Patel located?
Devansh D. Patel is based in CHICAGO, Illinois, working with ZIEGLER CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Devansh D. Patel charge for services?
Devansh D. Patel's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZIEGLER CAPITAL MANAGEMENT, LLC?
ZIEGLER CAPITAL MANAGEMENT, LLC has approximately 53 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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