Careena Patel
Investment adviser representative at Wealth Benefit Advisors, LLC
10 yearsExperience
1 stateRegistered in
$380.9MFirm assets
4 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
- Pension consulting
Experience
10 years in the industry.
- Wealth Benefit Advisors, LLCSep 2024 to now
- Pinnacle Wealth Management, LLPJul 2024 to Feb 2026
- Kingswood Capital PartnerOct 2023 to Sep 2024
- Kingswood Wealth AdvisorsOct 2023 to Sep 2024
- Momentum Independent NetworkMay 2023 to Sep 2023
- PNC InvestmentsAug 2021 to May 2023
- Bbva Compass Insurance Agency, Inc.Mar 2016 to Aug 2021
- Bbva Securities Inc.Feb 2016 to Aug 2021
- Bbva Wealth Solutions Inc.Feb 2016 to Aug 2021
- Compass BankFeb 2016 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wealth Benefit Advisors, LLC
$380.9MAssets managed
187Clients
2Advisers
4 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
- 5444676
- Firm CRD
- 319324