Niralee D Patel
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
Are you Niralee D Patel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
13 years in the industry.
- Raymond James & Associates, Inc.Sep 2022 to now
- Bank of America, N.A.Jun 2014 to Sep 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2013 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6282028
- Firm CRD
- 705