Shrey Patel
Investment adviser representative at The Milwaukee Company
10 yearsExperience
2 statesRegistered in
$1.3BFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- The Milwaukee CompanyMay 2018 to now
- Estate Counselors, LLCOct 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
The Milwaukee Company
Legal name: Estate Counselors, LLC
$1.3BAssets managed
56Clients
5Advisers
22 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
- 6944007
- Firm CRD
- 123452