Unclaimed Profile

Dipal Hamir Patel

MACRO ADVISORS, INC.·YORK, Pennsylvania

Series 65Clean record19 years registeredMACRO ADVISORS, INC.

526 GREENBRIAR ROAD, YORK, PA 17404CRD# 5331706Firm CRD# 118832

Profile Verification

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

Identity

Dipal Hamir Patel · YORK, PA

Registration

CRD #5331706 · MACRO ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

MACRO ADVISORS, INC.

May 2007 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 29, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MACRO ADVISORS, INC.

CRD 118832 · SEC 801-117443

AUM

$209M

Regulatory assets under management

Employees

1,425 client accounts

Services offered by MACRO ADVISORS, INC.

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 MACRO ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Dipal Hamir Patel offer?

Dipal Hamir Patel specializes in Financial Planning, Investment Management. Contact their office in YORK, Pennsylvania for a consultation.

What are Dipal Hamir Patel's credentials?

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

Where is Dipal Hamir Patel located?

Dipal Hamir Patel is based in YORK, Pennsylvania, working with MACRO ADVISORS, INC.. Their office serves clients in the YORK metropolitan area and surrounding communities.

How does Dipal Hamir Patel charge for services?

Dipal Hamir Patel's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MACRO ADVISORS, INC.?

MACRO ADVISORS, INC. has approximately 7 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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