Pranay Patel
Investment Adviser Representative at Primerica Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Pranay Patel is an investment adviser representative with Primerica Advisors in Copiague, NY, where they have been registered since 2022. They have worked in the securities industry since 2012 and have been registered with 4 firms, including SA Stone Investment Advisors Inc. and Quest Capital Strategies, 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 York.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
2 states and territories
New Jersey, New York
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.
- Quest Capital Strategies, Inc.Jan 2013 – Dec 2019Lake Forest, CA
- NEW AGE Property Inc.May 2015 – Jun 2019Hicksville, NY
- Finance StoreJul 2015 – Aug 2022Copiague, NY
- Independent Insurance AgentFeb 2013 – Jun 2022Copiague, NY
- H&r BlockOct 2014 – Dec 2016Seaford, NY
- OM SHIV SAI GURU Inc. Budget INNJan 2019 – Jan 2022Massapequa, NY
- SA Stone Wealth Management Inc.Dec 2019 – Jun 2022Birmingham, AL
- Primerica Financial ServicesJun 2022 – no end date reportedCopiague, NY
- PFS Investments Inc.Aug 2022 – no end date reportedCopiague, NY
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Primerica Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $25,000 (waivable)
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
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,904
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Duluth, GA
- SEC file number:
- 801-72263
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at Primerica Advisors
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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. Pranay 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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