Chaitanya
Patel
Tfs Securities, Inc
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About this Advisor
Chaitanya Patel is a financial advisor who works out of Lincroft, New Jersey who has 9 years of relevant experience. Patel is an employee of Tfs Securities, Inc. Their career trajectory has included roles at New England Securities and Tfs Securities, Inc. Patel has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, New Jersey and New York. Tfs Securities, Inc is an advisory firm that has its headquarters in Lincroft, NJ. The firm has offices in 94 locations and a total of 164 financial advisors. It controls $1 billion in total assets between its 5,347 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 5,347 customer accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets. Tfs Securities, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Tfs Securities, Inc may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tfs Securities, Inc Brokerage Details
$1,292,174,401
164
5,347
$241,663
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Chaitanya Patel Work History
Chaitanya has been registered as a financial advisor for 9 years.*
Tfs Securities, Inc
New England Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chaitanya 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 Tfs Advisory Services
Bayonne, NJ
Lincroft, NJ
Lincroft, NJ
Lincroft, NJ
Blackwood, NJ
Lincroft, NJ
Lincroft, NJ
Lincroft, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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