Naresh Shantilal Patel
Investment adviser representative at Cetera Investment Advisers LLC
30 yearsExperience
3 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- P&c Tax and Financial Group, LLC d/b/a James M ReeOct 2013 to now
- James M. Reera & Co.Feb 2013 to now
- Dada Property Management CorpOct 2004 to now
- Westford Tax & Financial Group IncJan 2003 to now
- Avantax Insurance Agency, LLCJan 2018 to Sep 2025
- Avantax Investment Services, Inc.May 1996 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2748204
- Firm CRD
- 105644