Unclaimed Profile

Nirav Anbalal Patel

RIA R SQUARED, LLC·HATO REY, Puerto Rico

Clean recordRIA R SQUARED, LLC

208 PONCE DE LEON AVENUE, HATO REY, PR 00918CRD# 4991995Firm CRD# 284448

Profile Verification

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

Identity

Nirav Anbalal Patel · HATO REY, PR

Registration

CRD #4991995 · RIA R SQUARED, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nirav Anbalal Patel is a registered financial advisor based in HATO REY, Puerto Rico, affiliated with RIA R SQUARED, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

RIA R SQUARED, LLC

R SQUARED INVESTMENT ADVISORS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at RIA R SQUARED, LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4991995

Firm CRD# 284448

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Frequently Asked Questions

What services does Nirav Anbalal Patel offer?

Nirav Anbalal Patel specializes in Wealth Management. Contact their office in HATO REY, Puerto Rico for a consultation.

What are Nirav Anbalal Patel's credentials?

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

Where is Nirav Anbalal Patel located?

Nirav Anbalal Patel is based in HATO REY, Puerto Rico, working with RIA R SQUARED, LLC. Their office serves clients in the HATO REY metropolitan area and surrounding communities.

How does Nirav Anbalal Patel charge for services?

Nirav Anbalal 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 RIA R SQUARED, LLC?

RIA R SQUARED, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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