Shyamal Patel
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 fee
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.
- Deloitte Tax LLPOct 2025 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Westford Tax & Financial Group, IncFeb 2024 to now
- Cpa-westford Tax Services, Inc.Jan 2025 to Oct 2025
- Avantax Advisory ServicesDec 2024 to Sep 2025
- Avantax Investment Services Inc.Dec 2024 to Sep 2025
- PwcJan 2021 to Feb 2024
- PwcJan 2020 to Sep 2020
- CarboniteJul 2019 to Aug 2019
- Westford Tax and Financial GroupDec 2018 to May 2019
- Westford Tax and Financial GroupJan 2018 to Sep 2018
- Westford Tax and Financial GroupJan 2017 to May 2017
- Full-time EducationSep 2012 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6906516
- Firm CRD
- 105644