Samaya Patel
Investment adviser representative at Blume Capital Management, Inc.
11 yearsExperience
1 stateRegistered in
$856.6MFirm assets
28 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
Experience
11 years in the industry.
- Blume Capital Management, Inc.May 2025 to now
- Cisco SystemsAug 2024 to Apr 2025
- UnemployedJan 2024 to Jul 2024
- University of California, BerkeleyAug 2020 to Dec 2023
- Torrey Pines High SchoolAug 2017 to Aug 2020
- Carmel Valley Middle SchoolJun 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Blume Capital Management, Inc.
$856.6MAssets managed
242Clients
4Advisers
28 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
- 8111846
- Firm CRD
- 111768