Parimal H Patel
Investment adviser representative at Liquid Strategies, LLC
16 yearsExperience
1 stateRegistered in
$1.4BFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Foreside Fund Services, LLCJan 2025 to now
- Liquid Strategies, LLCMar 2024 to now
- Voya Investment Management Co.Sep 2023 to Mar 2024
- Voya Investments Distributor, LLCSep 2023 to Mar 2024
- Invesco Distributors, Inc.May 2010 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
Liquid Strategies, LLC
$1.4BAssets managed
22Clients
2Advisers
12 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
- 4484885
- Firm CRD
- 170107