Naresh Patel
Naresh Patel is a registered investment advisor at Cetera Investment Advisers LLC, based in Westford, MA, with 29 years of industry experience. Naresh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
270 Littleton Road, Unit 14, Westford, MA, 01886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Naresh is involved in several businesses, including promoting a cause, managing rental property, and providing accounting/tax preparation services through multiple entities. He also sells equity-indexed annuities and other insurance products, dedicating a few hours per week to this activity, and spends nearly full-time hours on tax preparation and supervising the office.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations22 states
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