Anita Jaswantlal Patel
Investment adviser representative at Bravias Financial
16 yearsExperience
2 statesRegistered in
CFADesignation
$212MFirm assets
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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
Experience
16 years in the industry.
- Bravias FinancialJan 2025 to now
- Bravias Capital Group, LLCJun 2021 to now
- Cambridge Investment Research Advisors, IncJul 2010 to Jun 2021
- Cambridge Investment Research, IncJul 2010 to Jun 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Bravias Financial
Legal name: Bravias Capital Group, LLC
$212MAssets managed
439Clients
6Advisers
3 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
- 4614716
- Firm CRD
- 289589