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Vraj Patel

Investment Adviser Representative at INVESCO ADVISERS, INC.

Houston, TXCRD #7205585Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
52 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Vraj Patel has worked in the securities industry since 2021. They are registered to provide investment advisory services in 52 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 52 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/25/2021
Series 7
General Securities Representative Examination
Passed 10/28/2020
SIE
Securities Industry Essentials Examination
Passed 1/30/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $50,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Invesco Advisers, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INVESCO DISTRIBUTORS, INC.Current
6/1/2022Houston, TX
INVESCO ADVISERS, INC.Current
6/1/2022Houston, TX
UBS FINANCIAL SERVICES INC.
5/21/20215/11/2022Pittsburgh, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1/26/20213/5/2021Hunt Valley, MD

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vraj 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.

Vraj Patel - Financial Advisor in Houston, TX | AdvisorFinder