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Mayank Natverlal Patel

SKAANA MANAGEMENT L.P.·BROOKLYN, New York
SIE, Series 7, Series 24, Series 55, Series 63Clean recordSKAANA MANAGEMENT L.P.
921 PRESIDENT STREET, BROOKLYN, NY 11215CRD# 2468057Firm CRD# 311817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mayank Natverlal Patel · BROOKLYN, NY
Registration
CRD #2468057 · SKAANA MANAGEMENT L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SKAANA MANAGEMENT L.P.
CRD 311817 · SEC 801-119991
AUM
$439M
Regulatory assets under management
Employees
5
1 client accounts
Services offered by SKAANA MANAGEMENT L.P.
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SKAANA MANAGEMENT L.P. →
Introduction

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Frequently Asked Questions

What services does Mayank Natverlal Patel offer?
Mayank Natverlal Patel specializes in Retirement Planning. Contact their office in BROOKLYN, New York for a consultation.
What are Mayank Natverlal Patel's credentials?
Mayank Natverlal Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mayank Natverlal Patel located?
Mayank Natverlal Patel is based in BROOKLYN, New York, working with SKAANA MANAGEMENT L.P.. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does Mayank Natverlal Patel charge for services?
Mayank Natverlal Patel's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKAANA MANAGEMENT L.P.?
SKAANA MANAGEMENT L.P. has approximately 5 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey Alan Walker
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