Biren Patel
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Biren Patel is an investment adviser representative with LPL Financial LLC in Manchester, NH, where they have been registered since 2022. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Fidelity Personal and Workplace Advisors and Infinex Investments, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Hampshire and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Hampshire, Texas
- Broker:
19 states and territories
Arizona, California, Colorado, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TD BankDec 2015 – Jul 2018Andover, MA
- University of Massachusetts LowellSep 2015 – Jul 2018Lowell, MA
- UnemployedAug 2018 – Nov 2018Lowell, MA
- Pruco Securities LLCNov 2018 – Feb 2019Needham, MA
- Citizens Investment ServicesFeb 2019 – Jun 2019Bedford, NH
- Infinex Investments, IncJul 2019 – Jun 2020Nashua, NH
- Bar Harbor Bank and TrustJun 2019 – Jun 2020Nashua, NH
- Fidelity InvestmentsJun 2020 – Dec 2022Merrimack, NH
- LPL FinancialDec 2022 – no end date reportedManchester, NH
- St. Mary's BANKDec 2022 – no end date reportedManchester, NH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Biren Patel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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