AP
AP

Aakash Patel

5 Years of Experience
Broker

Aakash Patel is a registered investment advisor at Morgan Stanley, based in Jersey City, NJ, with 5 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

Harborside 2, 200 Hudson Street, Suite 501, Jersey City, NJ, 07311

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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

Aakash is the founder of Stramperpress (Inital A LLC), an eCommerce business, since 2017. He spends minimal time maintaining Amazon and Etsy listings, editing photos and videos for branding, and this activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
E*trade Capital Management, LLC
March 2021 - September 2023 · 2 yrs 6 mos
E*trade Securities LLCBroker
March 2021 - September 2023 · 2 yrs 6 mos
Equitable Advisors, LLC
January 2021 - February 2021 · 1 mo
Equitable Advisors, LLCBroker
January 2021 - February 2021 · 1 mo
State Registrations1 state
NJ
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.