Tejaswi Patel
Tejaswi Patel is a registered investment advisor at LPL Financial LLC, based in Somerset, NJ, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
29 Clyde Rd Ste 201 & 202, Somerset, NJ, 08873
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2001Customer Dispute
October 2001Customer Dispute
October 2001Employment Separation After Allegations
January 2001Other Business ActivitiesSells Insurance
Tejaswi owns multiple real estate rental properties and is involved with Ash Brokerage Corp selling insurance products including whole life, term, GUL, and fixed annuities. Tejaswi also operates Evyavan Advisory Services as a DBA for LPL business, dedicating full-time hours to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Deutsche Bank Securities INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
J. B. Hanauer & CO.Broker
H.J. Meyers & CO., INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.