Bindia
Patel

Abner Herrman & Brock, LLC

CRD#6824971
Investment Advisor
in Jersey City, NJ

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About this Advisor

Bindia Patel is a financial advisor based in Jersey City, New Jersey, working with Abner Herrman & Brock, LLC. Bindia has previously held positions at In School and Abner Herrman & Brock. Bindia has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Bindia is part of Abner Herrman & Brock, LLC, which operates out of Jersey City, New Jersey. The firm has 11 employees and manages assets totaling $2.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Abner Herrman & Brock, LLC includes asset-based and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Commissions

Office Location

Harborside 5 185 Hudson Street Suite 1640
Jersey City, NJ 07311

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Abner Herrman & Brock, LLC Brokerage Details

Total Assets Under Management

$1,952,266,950

NJ Average: $10,121,009,343
Total Number of Employees

11

NJ Average: 92
Total Number of Accounts

1,859

NJ Average: 6,978
Average Account Size

$1,050,170

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Bindia Patel Work History

2017 - Present (7 years)

Abner Herrman & Brock

2007 - 2017 (10 years)

In School

Disclosures

Please visit the SEC profile of Bindia Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Abner Herrman & Brock, LLC

Matthew Flood
Jersey City, NJ
Bindia Patel
Jersey City, NJ
Bryan Didonato
Jersey City, NJ
David Linsen
Jersey City, NJ
Caryn Zweig
Jersey City, NJ
Howard Abner
Jersey City, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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