Investment adviser representative · Bravias Financial
Anita J. Patel
CRD 4614716 · Iselin, NJ
At a glance
Anita J. Patel is an investment adviser representative with Bravias Financial in Iselin, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anita’s SEC record dates to 2005, about 21 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Bravias FinancialSince January 2025Iselin, NJ · $212M in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Anita’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Bravias Financial
- Stephen McGahranIselin
- Matthew P. SottileIselin
- Adam D. SussmanIselin
- Logan B. WadsworthIselin
- Richard R. ZeitzIselin
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