HP
HP

Harshal Patel

13 Years of Experience
San Francisco, CA
Broker

Harshal Patel is a registered investment advisor at Blackrock Investment Management, LLC, based in San Francisco, CA, with 13 years of industry experience. Harshal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

400 Howard Street, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Blackrock Investment Management, LLC
June 2013 - Present · 12 yrs 11 mos
Blackrock Investments, LLCBroker
August 2012 - Present · 13 yrs 9 mos
State Registrations36 states
AKALARAZCACOCTDCDEFLGAHIILKSKYLAMAMDMEMIMSNCNHNJNYOHPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.