Kunal Bharatkumar Patel
Investment adviser representative at Merit Financial Advisors
11 yearsExperience
2 statesRegistered in
$23.9BFirm assets
19 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 feeOther
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.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial AdvisorsDec 2023 to now
- LPL Financial LLCDec 2023 to Aug 2024
- DoordashNov 2022 to Nov 2023
- Ejs WealthSep 2022 to Dec 2023
- United Planners Financial ServicesSep 2022 to Dec 2023
- Fidelity InvestmentsSep 2021 to Sep 2022
- University of North Carolina In WilmingtonAug 2020 to Dec 2024
- First BankMay 2020 to Aug 2021
- Nexthome CapefearJan 2019 to Jan 2021
- Camp TimberlineMay 2018 to Aug 2018
- TD BankMar 2016 to May 2018
- Cape Fear Community CollegeAug 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, NC).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 7448425
- Firm CRD
- 142457