Amit Patel is a CFP, PFS-designated registered investment advisor, based in Sanford, FL, with 14 years of industry experience.
Location
4901 International Parkway, Suite 1021, Sanford, FL, 32771
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amit provides accounting and tax preparation services for clients through A.P. Accounting & Tax Services, P.L, dedicating full-time hours to this. He is also a partner in ASP Real Estate Holdings Trust, LLC, spending minimal time preparing accounting, financial statements, and tax returns for the entity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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