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Eddie Ghanshyambhai Patel

EXPRESSIVE WEALTH LLC·CHICAGO, Illinois
SIE, Series 6, Series 63, Series 65CFPClean record17 years registeredEXPRESSIVE WEALTH LLC
6650 N NORTHWEST HWY, CHICAGO, IL 60631CRD# 4255328Firm CRD# 329974

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eddie Ghanshyambhai Patel · CHICAGO, IL
Registration
CRD #4255328 · EXPRESSIVE WEALTH LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

ZENDAMENTALS
Oct 2008 – present
EXPRESSIVE WEALTH LLC
Feb 2024 – Mar 2024
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · October 1, 2008
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EXPRESSIVE WEALTH LLC
CRD 329974 · SEC 801-129561
AUM
$125M
Regulatory assets under management
Employees
7
117 client accounts
Services offered by EXPRESSIVE WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EXPRESSIVE WEALTH LLC →
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05

Frequently Asked Questions

What services does Eddie Ghanshyambhai Patel offer?
Eddie Ghanshyambhai Patel specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Eddie Ghanshyambhai Patel's credentials?
Eddie Ghanshyambhai Patel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Eddie Ghanshyambhai Patel located?
Eddie Ghanshyambhai Patel is based in CHICAGO, Illinois, working with EXPRESSIVE WEALTH LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Eddie Ghanshyambhai Patel charge for services?
Eddie Ghanshyambhai Patel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXPRESSIVE WEALTH LLC?
EXPRESSIVE WEALTH LLC has approximately 7 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Lauren Michelle Genuardi
CHICAGO, IL
Vanessa N Martinez
CHICAGO, IL

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