RP
RP

Ronak Patel

8 Years of Experience
Lawrenceville, NJ
Broker

Ronak Patel is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 8 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

1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648

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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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Other Business Activities

Ronak is an independent contractor as a per diem wedding coordinator since March 2018, dedicating minimal time outside of business hours. Ronak also serves as a Trustee/Co-Trustee for a trust since October 2021, spending minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 6 mos
Morgan StanleyBroker
January 2018 - Present · 8 yrs 8 mos
State Registrations15 states
AZCADEFLILINMAMINCNJNYPATNTXWY
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.
Ronak Patel - Financial Advisor | TrueAdvisor