Rishi Nimesh Patel
Investment adviser representative at Mariner
12 yearsExperience
2 statesRegistered in
$125.4BFirm assets
20 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 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
12 years in the industry.
- MarinerJun 2026 to now
- UnemployedApr 2026 to Jun 2026
- Ernst & Young LLPJun 2022 to Apr 2026
- UnemployedApr 2022 to May 2022
- J.P. Morgan Chase & Co.Dec 2021 to Apr 2022
- UnemployedSep 2021 to Nov 2021
- Brown Brothers Harriman & Co.Jun 2021 to Aug 2021
- J.P. Morgan Chase & Co.Mar 2020 to May 2021
- Price Auto GroupSep 2019 to Mar 2020
- Dch Brunswick ToyotaJun 2019 to Sep 2019
- UnemployedAug 2018 to Jun 2019
- Open Road HondaJun 2018 to Aug 2018
- UnemployedMar 2018 to Jun 2018
- Rapps PharmacyOct 2017 to Mar 2018
- UnemployedSep 2017 to Oct 2017
- Sparkling Pools Services Inc.May 2015 to Aug 2017
- North Brunswick Township HighschoolSep 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7716482
- Firm CRD
- 140195