Kunal H Patel
Investment adviser representative at Hennion & Walsh Asset Management, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$768.8MFirm 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Hennion & Walsh Asset Management, Inc.Dec 2010 to now
- Hennion & Walsh, Inc.Jun 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Hennion & Walsh Asset Management, Inc.
$768.8MAssets managed
1,099Clients
71Advisers
23 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
- 5815451
- Firm CRD
- 126236