AP
AP

Akash Patel

6 Years of Experience
Albuquerque, NM
Broker

Akash Patel is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Akash is a partner in Jaan Development LLC (since Dec 2019), Patel Clips LLC (since May 2020), and Patel Cleaners LLC (since Dec 2019), all retail/online stores. He spends a few hours per week on administrative, accounting, business development, customer service, and labor/service tasks across these businesses.

Employment History
Current Registrations
Morgan Stanley
January 2024 - Present · 2 yrs 4 mos
Morgan StanleyBroker
September 2019 - Present · 6 yrs 8 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Akash Patel - Financial Advisor | TrueAdvisor