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Devang M. Patel

VIRTUS WEALTH SOLUTIONS·CRANFORD, New Jersey
Clean recordVIRTUS WEALTH SOLUTIONS
517 CENTENNIAL AVENUE, CRANFORD, NJ 07016CRD# 4583282Firm CRD# 332536

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Devang M. Patel · CRANFORD, NJ
Registration
CRD #4583282 · VIRTUS WEALTH SOLUTIONS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Devang M. Patel is a registered financial advisor based in CRANFORD, New Jersey, affiliated with VIRTUS WEALTH SOLUTIONS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VIRTUS WEALTH SOLUTIONS
VIRTUS WEALTH SOLUTIONS
AUM
$482M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VIRTUS WEALTH SOLUTIONS →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4583282
Firm CRD# 332536
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Devang M. Patel offer?
Devang M. Patel specializes in Financial Planning, Investment Management. Contact their office in CRANFORD, New Jersey for a consultation.
What are Devang M. Patel's credentials?
Devang M. Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Devang M. Patel located?
Devang M. Patel is based in CRANFORD, New Jersey, working with VIRTUS WEALTH SOLUTIONS. Their office serves clients in the CRANFORD metropolitan area and surrounding communities.
How does Devang M. Patel charge for services?
Devang M. 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 VIRTUS WEALTH SOLUTIONS?
VIRTUS WEALTH SOLUTIONS has approximately 7 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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