Rohan Suresh Patel
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$12BFirm assets
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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
11 years in the industry.
- Forvis Mazars Wealth Advisors, LLCMar 2025 to now
- TIAAFeb 2024 to Mar 2025
- TIAA-CREF Individual & Institutional Services, LLCFeb 2024 to Mar 2025
- Vanguard Marketing CorporationJan 2020 to Jan 2024
- UnemployedAug 2019 to Jan 2020
- McadamJan 2019 to Aug 2019
- Virginia TechAug 2015 to May 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
26 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
- 7216658
- Firm CRD
- 110905