Sonali Mahendra Patel
Investment adviser representative at Prime Capital Financial
10 yearsExperience
1 stateRegistered in
$39.1BFirm assets
9 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 assetsHourlyFixed or flat feePerformance-basedOther
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
10 years in the industry.
- Prime Capital FinancialMar 2026 to now
- Texas Capital BankNov 2022 to Mar 2026
- Texas Capital Bank Private Wealth AdvisorsNov 2022 to Mar 2026
- Martin Capital Advisors, LLPFeb 2022 to Nov 2022
- Pediatric Oncology Infusion Center, Dr. Mahendra C. PatelMar 2020 to Sep 2022
- Sharespost FinancialJun 2018 to Feb 2020
- Macro Risk AdvisorsJan 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
9 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
- 6541619
- Firm CRD
- 288712