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Chief Financial Officer · Facet

Darshan B. Patel

CRD 5963300 · Named on Form ADV at one SEC-registered adviser

At a glance

Facet, an SEC-registered wealth manager based in West Palm Beach, FL with $7.6 billion in regulatory assets, lists Darshan B. Patel on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

  • FacetChief Financial OfficerWealth manager · West Palm Beach, FL · $7.6B in regulatory assets

AtlasMembers

Darshan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Darshan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Darshan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.