Ravin Urmish Patel
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Jul 2021 to now
- Charles Schwab Bank, SsbJul 2021 to now
- Wells Fargo Bank, NAJan 2019 to Jul 2021
- Wells Fargo Clearing Services, LLCJan 2019 to Jul 2021
- Extended TravelNov 2018 to Jan 2019
- Wealth VestJun 2018 to Nov 2018
- Jackson National Life DistributorsFeb 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6345810
- Firm CRD
- 5393