Bansari Patel is a registered investment advisor, based in Owings Mills, MD, with 6 years of industry experience.
Location
4525 Painters Mill Road, Owings Mills, MD, 21117
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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.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
January 2025 - Present · 1 yr 4 mos
T. Rowe Price Advisory Services, INC.
January 2025 - Present · 1 yr 4 mos
T. Rowe Price Investment Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Equitable Advisors, LLC
June 2024 - December 2024 · 6 mos
Equitable Advisors, LLCBroker
June 2024 - December 2024 · 6 mos
Conrad Siegel Investment Advisors
April 2021 - May 2023 · 2 yrs 1 mo
LPL Financial LLCBroker
March 2020 - April 2021 · 1 yr 1 mo
LPL Financial LLC
March 2020 - April 2021 · 1 yr 1 mo
MML Investors Services, LLC
September 2016 - March 2018 · 1 yr 6 mos
MML Investors Services, LLCBroker
February 2016 - March 2018 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.