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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

JIGNESH PATEL

Advisor at STRATEGIC ADVISERS LLC

PRINCETON, NJ | MONROE, NJ

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Search this name across graphsid dfx:ria:ee8a44e1-2620-bc08-b776-60298e6175a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2006 to Sep 15, 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: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63|S65
First exam: Feb 18, 2006
First registration: Feb 22, 2006
Dual registered: yes, broker-dealer
Other names: JIGNESH PATEL|JIGNESH N PATEL
IAPD individual key: 4264245

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
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	PRINCETON, NJ\|MONROE, NJ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 28, 2019	Mar 31, 2025	no	PRINCETON, NJ	Previous registration
FRISCH FINANCIAL GROUP, INC.	Independent wealth	Jan 7, 2013	May 15, 2017	no	MELVILLE, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 22, 2006	Sep 23, 2011	no	PENNINGTON, NJ\|PENNINGTON, NJ\|PENNINGTON, NJ	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
FRISCH FINANCIAL GROUP, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 15, 2017	Feb 28, 2019	654	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FRISCH FINANCIAL GROUP, INC.	Sep 23, 2011	Jan 7, 2013	472	Firm change after gap	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 28, 2019 to Mar 31, 2025factForm ADV
→ FRISCH FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jan 7, 2013 to May 15, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 22, 2006 to Sep 23, 2011factForm ADV

Dated events

No dated event names this entity yet.