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Vraj Patel

Investment adviser representative at Invesco Advisers, Inc.
11 yearsExperience
2 statesRegistered in
$749.5BFirm assets
37 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Invesco Advisers, Inc.Jun 2022 to now
  2. InvescoMay 2022 to now
  3. UBS Financial Services IncMay 2021 to Apr 2022
  4. VanguardMar 2021 to May 2021
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Mar 2021
  6. Webb Capital ManagementJun 2019 to Dec 2019
  7. Penn State Univeristy RecreationJun 2017 to Oct 2018
  8. Penn State UniversityMay 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Invesco Advisers, Inc.

$749.5BAssets managed
82,498Clients
194Advisers
37 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
7205585
Firm CRD
105360
Advisor's SEC record (opens in a new tab)
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