Reeya Hiren Patel
Investment adviser representative at Urs Advisory
12 yearsExperience
1 stateRegistered in
$200.3MFirm assets
Under 1 yearFirm in business
Are you Reeya Hiren Patel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Urs AdvisorySep 2026 to now
- Urs Advisory LLC dba Urs AdvisorySep 2026 to now
- Agw Capital AdvisorsJun 2025 to Jun 2026
- Charles Schwab & Co., Inc.Jun 2024 to Aug 2024
- Koss OlingerMay 2022 to Dec 2022
- Gator Junior Golf AssociationAug 2021 to Dec 2023
- Full-time EducationJun 2014 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Urs Advisory
Legal name: Urs Advisory LLC
$200.3MAssets managed
173Clients
4Advisers
Under 1 yearIn 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
- 7587605
- Firm CRD
- 289892