Adviser and broker representative · First Citizens Investor Services, Inc.
Sunny B. Patel
CRD 5909905 · Boston, MA
At a glance
Sunny B. Patel is an investment adviser representative with First Citizens Investor Services, Inc. in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sunny’s SEC record dates to 2024, about 2 years ago. Sunny is also registered as a broker representative.
Current advisory firms
- First Citizens Investor Services, Inc.Since May 2024Boston, MA · $2.6B in regulatory assets
- Svb WealthSince May 2024New York, NY · $3.1B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sunny’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
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 and FINRA BrokerCheck.
More at First Citizens Investor Services, Inc.
- Catalina BorreroBoston
- David T. BuxtonBoston · Certified Financial Planner
- Sapna ChudgarBoston
- Timothy S. DavisBoston · Certified Financial Planner
- Andrew C. Ivens Sr.Boston
- Daniel R. KoenigBoston
- Aaron J. LassanskeBoston · Chartered Financial Analyst
- Kristin E. LepriBoston · Chartered Financial Analyst
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