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RIA / WealthAdvisorCertified Financial Planner22 years in industry

CHITRA JAY PATEL

Advisor at NEWEDGE ADVISORS

NEW ORLEANS, LA | Apharetta, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 3, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWEDGE ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 14, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 14, 2004
First registration: Dec 3, 2004
Dual registered: no
Other names: CHITRA H PARIKH|CHITRA H PATEL
IAPD individual key: 4838515

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWEDGE ADVISORS	Bd affiliated wealth	Feb 11, 2022	n/a	yes	NEW ORLEANS, LA\|Apharetta, GA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jun 5, 2013	Feb 16, 2022	no	ATLANTA, GA\|MINNEAPOLIS, MN\|ATLANTA, GA\|ATLANTA, GA\|MINNEAPOLIS, MN\|TARPON SPRINGS, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	May 24, 2012	May 20, 2013	no	ALPHARETTA, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 16, 2007	May 31, 2012	no	ATLANTA, GA\|ALPHARETTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|DUNWOODY, GA	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Dec 3, 2004	Sep 10, 2007	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	NEWEDGE ADVISORS	Feb 16, 2022	Feb 11, 2022	-5	Firm change	Wirehouse to ibd
SUNTRUST INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	May 20, 2013	Jun 5, 2013	16	Firm change	Other
WELLS FARGO ADVISORS	SUNTRUST INVESTMENT SERVICES, INC.	May 31, 2012	May 24, 2012	-7	Firm change	Other
PRUCO SECURITIES, LLC	WELLS FARGO ADVISORS	Sep 10, 2007	Oct 16, 2007	36	Firm change	Other

Relationships

Registered with (4)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Feb 11, 2022 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 5, 2013 to Feb 16, 2022factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 24, 2012 to May 20, 2013factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 3, 2004 to Sep 10, 2007factForm ADV

Dated events

Occurred
Feb 16, 2022
Advisor changed firm
Chitra Jay Patel left Wells Fargo Advisors for Newedge Advisors (registered 2022-02-11)
Form ADVobserved 6 days ago