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Chief Financial Officer / Board of Managers · Wells Fargo Advisors

Rakesh Patel

CRD 5385585 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Wells Fargo Advisors, an SEC-registered broker-dealer firm based in St. Louis, MO with $671.4 billion in regulatory assets, lists Rakesh Patel on its Form ADV as Chief Financial Officer / Board of Managers, a control person. The SEC filings also name Rakesh at 1 other registered adviser.

Firms and roles

  • Wells Fargo AdvisorsChief Financial Officer / Board of ManagersBroker-dealer firm · St. Louis, MO · $671B in regulatory assets
  • Wells Fargo AdvisorsChief Financial OfficerBroker-dealer firm · St. Louis, MO · $252B in regulatory assets

AtlasMembers

Rakesh’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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 (13)

  • Erik Anthony KaranikBoard of Managers, Wells Fargo Advisors
  • Barry SommersChief Executive Officer / Board of Managers, Wells Fargo Advisors
  • Darrell CronkHead of Investment Solutions / WIM Chief Investment Officer / Board of Managers / Control Principal, Wells Fargo Advisors
  • Sol GindiPresident / Head of WIM Distribution / Board of Managers / Control Principal, Wells Fargo Advisors
  • David Ward SaundersDesignated State Principal, Wells Fargo Advisors

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

See all 13 free

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