Unclaimed Profile

Devang M. Patel

VIRTUS WEALTH SOLUTIONS·CRANFORD, New Jersey

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record23 years registeredVIRTUS 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 · 23 years registered

Brand Profile

Not yet started

Career History

VIRTUS WEALTH SOLUTIONS

Sep 2024 – present

COMMONWEALTH FINANCIAL NETWORK

Jul 2020 – Oct 2024

Cranford, NJ

IFS PLANNING STRATEGIES, LLC

Mar 2017 – Aug 2018

Iselin, NJ

MML INVESTORS SERVICES, LLC

Mar 2017 – Jul 2020

BOSTON, MA

MSI FINANCIAL SERVICES, INC.

Jun 2003 – Mar 2017

ISELIN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 11, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIRTUS WEALTH SOLUTIONS

CRD 332536 · SEC 801-130985

AUM

$482M

Regulatory assets under management

Employees

1,021 client accounts

Services offered by VIRTUS WEALTH SOLUTIONS

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VIRTUS WEALTH SOLUTIONS →

Introduction

Speak with Devang

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Devang is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CRANFORD?

Browse all registered financial advisors in CRANFORD, New Jersey or claim this profile if it's yours.

Browse CRANFORD Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →