Ayushkumar Manishkumar Patel
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Annpurna LLCMay 2026 to May 2026
- Equitable Advisors, LLCNov 2025 to Apr 2026
- UnemployedOct 2025 to Nov 2025
- Self-employmentMay 2025 to Oct 2025
- Donohoe PartnersMay 2024 to Aug 2025
- Party Perfect RentalsOct 2023 to Jan 2026
- Donohoe PartnersMay 2023 to Aug 2023
- Nr Enterprise SyndicateMay 2023 to Aug 2023
- Civic Operations GroupJan 2023 to May 2023
- 7-eleven FranchiseMay 2022 to Sep 2025
- Seton HallSep 2021 to May 2025
- Donohoe PartnersMay 2021 to Aug 2021
- Dakshesh B PatelMay 2020 to Aug 2020
- James Caldwell High SchoolAug 2018 to Aug 2021
- James Caldwell HighschoolOct 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 8180656
- Firm CRD
- 7691