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Darshan Bhupendra Patel

FACET WEALTH, INC·BALTIMORE, Maryland
SIE, Series 63, Series 79Clean recordFACET WEALTH, INC
400 EAST PRATT STREET, BALTIMORE, MD 21202CRD# 5963300Firm CRD# 285961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Darshan Bhupendra Patel · BALTIMORE, MD
Registration
CRD #5963300 · FACET WEALTH, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FACET WEALTH, INC
CRD 285961 · SEC 801-108767
AUM
$3.5B
Regulatory assets under management
Employees
191
32,588 client accounts
Services offered by FACET WEALTH, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FACET WEALTH, INC →
Introduction

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Frequently Asked Questions

What services does Darshan Bhupendra Patel offer?
Darshan Bhupendra Patel specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Darshan Bhupendra Patel's credentials?
Darshan Bhupendra Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Darshan Bhupendra Patel located?
Darshan Bhupendra Patel is based in BALTIMORE, Maryland, working with FACET WEALTH, INC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Darshan Bhupendra Patel charge for services?
Darshan Bhupendra Patel's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FACET WEALTH, INC?
FACET WEALTH, INC has approximately 191 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FACET WEALTH, INC

Christopher John Hufman
BALTIMORE, MD
Brent Mitchell Weiss
BALTIMORE, MD
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