Skip to content

Aakash J Panchal

Investment adviser representative at Signaturefd, LLC
11 yearsExperience
1 stateRegistered in
$9.7BFirm assets
25 yearsFirm in business

Are you Aakash J Panchal? Claim your profile

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

Experience

11 years in the industry.

  1. Signaturefd, LLCJun 2022 to now
  2. E*tradeNov 2020 to May 2022
  3. UnemployedJun 2020 to Nov 2020
  4. University of GeorgiaAug 2015 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Signaturefd, LLC

$9.7BAssets managed
1,913Clients
49Advisers
25 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
7314327
Firm CRD
112758
Advisor's SEC record (opens in a new tab)
CallContact this firm