Adviser and broker representative · Ameritas Advisory Services, LLC
Kalpnesh Patel
CRD 6957516 · Temecula, CA
At a glance
Kalpnesh Patel is an investment adviser representative with Ameritas Advisory Services, LLC in Temecula, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kalpnesh’s SEC record dates to 2020, about 6 years ago. Kalpnesh is also registered as a broker representative.
Current advisory firm
- Ameritas Advisory Services, LLCSince March 2023Temecula, CA · $14B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kalpnesh’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
- 1 firmLocked
- 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 and FINRA BrokerCheck.