Chaitanya Patel
Chaitanya Patel is a registered investment advisor at World Investment Advisors, LLC, based in Metuchen, NJ, with 23 years of industry experience. Chaitanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
87 Forrest Street, 2nd Floor, Metuchen, NJ, 08840
Get directionsHistory
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
Chaitanya is a life, health, and property & casualty broker since 2005, dedicating approximately 22 hours per week to this activity. He offers various insurance and annuity products, including fixed life, annuity, disability, LTC, group medical, individual medical, dental & vision, Medicare supplements, Medicare Advantage, prescription drugs, and visitor's insurance.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
New England SecuritiesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 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.