Unclaimed Profile

Aman R Patel

SYSTEMATIC FINANCIAL MANAGEMENT LP·TEANECK, New Jersey

Clean record7 years registeredSYSTEMATIC FINANCIAL MANAGEMENT LP

300 FRANK W BURR BLVD, TEANECK, NJ 07666CRD# 3055993Firm CRD# 106146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aman R Patel · TEANECK, NJ

Registration

CRD #3055993 · SYSTEMATIC FINANCIAL MANAGEMENT LP · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYSTEMATIC FINANCIAL MANAGEMENT LP

VALEO FINANCIAL ADVISORS, LLC

May 2020 – Mar 2021

Monroe Township, NJ

SYSTEMATIC FINANCIAL MANAGEMENT LP

Dec 2018 – Jun 2019

TEANECK, NJ

Registrations & Exams

Registration record

First registered · December 4, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYSTEMATIC FINANCIAL MANAGEMENT LP

CRD 106146 · SEC 801-48908

AUM

$3.4B

Regulatory assets under management

Employees

156 client accounts

Services offered by SYSTEMATIC FINANCIAL MANAGEMENT LP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at SYSTEMATIC FINANCIAL MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Aman R Patel offer?

Aman R Patel specializes in Investment Management, Retirement Planning, Wealth Management.

What are Aman R Patel's credentials?

Aman R Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aman R Patel located?

Aman R Patel is based in TEANECK, New Jersey, last registered with SYSTEMATIC FINANCIAL MANAGEMENT LP.

How does Aman R Patel charge for services?

Aman R Patel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYSTEMATIC FINANCIAL MANAGEMENT LP?

SYSTEMATIC FINANCIAL MANAGEMENT LP has approximately 18 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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