Investment adviser representative · Altfest Personal Wealth Management
Ekta B. Patel
CRD 5400483 · Columbia, SC
At a glance
Ekta B. Patel is an investment adviser representative with Altfest Personal Wealth Management in Columbia, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ekta’s SEC record dates to 2007, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Altfest Personal Wealth ManagementSince September 2007Columbia, SC · $1.8B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 8 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ekta’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
- Locked
- 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
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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.