Pritesh Patel
Pritesh Patel is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Schaumburg, IL, with 11 years of industry experience. Pritesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1475 E Woodfield Rd, Ste 900, Schaumburg, IL, 60173
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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
Pritesh works as a locum for vacationing physicians in chiropractic offices. He may also earn commissions from selling non-variable life, health, annuity, and disability income insurance products, and is a 50% owner of P and N Investments, a non-financial services business, dedicating minimal time to it.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.