user avatar

Ankur Patel

Advisor at Ellevest

Updated today
Ellevest logo

Firm

Ellevest

Location

Monroe, NJ

Credentials

CFA®, Series 66

Industry experience

10 years

About

Ankur Patel is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Ellevest since 2019. His prior experience includes roles at Lenox Wealth Advisors, MML Investors Services, MassMutual Life Insurance, and Credit Suisse Securities. Ellevest provides portfolio management and financial planning services to individual and institutional clients, emphasizing a goal-based, diversified investment approach. The firm is notable for its focus on helping women close the gender investment gap and incorporates values-aligned and sustainability-focused strategies.

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Comprehensive Financial Planning fee is a fixed annual amount of $3,600.

Percentage

$500,000 - $1,000,000: 1.25% annually (125 basis points) $1,000,001 - $2,000,000: 1.00% annually (100 basis points) $2,000,001 - $3,000,000: 0.95% annually (95 basis points) $3,000,001 - $5,000,000: 0.90% annually (90 basis points) $5,000,001 - $7,000,000: 0.80% annually (80 basis points) $7,000,001 - $10,000,000: 0.70% annually (70 basis points) $10,000,001 - $15,000,000: 0.65% annually (65 basis points) $15,000,001 - $25,000,000: 0.60% annually (60 basis points) $25,000,001 - $50,000,000: 0.55% annually (55 basis points) $50,000,001 - $75,000,000: 0.50% annually (50 basis points) $75,000,001 - $100,000,000: 0.40% annually (40 basis points) $100,000,001+: 0.35% annually (35 basis points)

Other

Account minimum: $500,000 minimum for Personal Wealth Management services; $1,000,000 minimum for Private Wealth Management services; $250,000 minimum for sub-advised accounts; no minimum for financial planning services. Fee-only: Comprehensive Financial Planning service at a fixed annual fee of $3,600.

Location

Monroe, NJ

Work history

Ellevest, Inc.

2019 - Present (7 years)

Lenox Wealth Advisors

2018 - 2019 (1 year)

MML Investors Services

2016 - 2018 (2 years)

MassMutual Life Insurance Co / Lenox Advisors, Inc

2016 - 2018 (2 years)

Credit Suisse Securities (USA) LLC

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Zack W

Series 63

Hamilton, NJ

Merrill

Zack Warringer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides wealth management strategies tailored to high net worth clients and institutions by assessing their risk tolerance, time horizon, liquidity needs, and investment objectives. With over 20 years of experience, Zack holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Certified Plan Fiduciary Advisor (CPFA). He earned an Associate's Degree from the State University of New York at Ulster and a Bachelor's Degree from Thomas Edison State College. Outside of his professional work, Zack is married with two daughters. He spends his free time golfing, volunteering, and being with his family.

Wealth management Passive / index investing Active portfolio management

Amira I

Series 66

Aberdeen, NJ

Merrill

Amira Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients’ priorities and developing strategies to help them pursue their short-, mid-, and long-term financial goals. Her services include assistance with general investing, retirement planning, and preparing for unforeseen financial needs. Amira also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Amira holds a Bachelor's Degree from the University of Illinois System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Arabic. Outside of her professional work, Amira is involved with the community organization Feed My Starving Children.

General retirement planning Wealth management

Christopher M

Series 63, Series 65

East Brunswick, NJ

Merrill

Christopher Marzella is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and joined Merrill Lynch in 2012. He focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Chris has experience in helping clients manage concentrated stock positions and addressing challenges related to significant transition events such as retirement, inheritance, or the sale of a business. He also provides access to Bank of America for clients' commercial banking and financing needs and collaborates with clients' attorneys, accountants, and other advisors on estate planning services. Chris holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Baruch College. Chris resides in East Brunswick with his wife, Lisa, and their two daughters, Nicolette and Alexandra.

Concentrated stock management Business exit / sale strategy Inheritance planning General estate planning guidance Wealth management

Brandon R

Series 66

Princeton, NJ

Merrill

Brandon Roche is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing goals-based wealth management services to high net worth individuals, retirees, small businesses, foundations, and private and public companies. Since beginning his career in 2017, Brandon has offered structured recommendations and implementations of customized financial solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, personal investment objectives, and associated costs. His client focus includes corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, retirement planning, and portfolio management. Brandon holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Coastal Carolina University. Outside of his professional work, Brandon enjoys spending time with family and friends and is an avid golfer. He participates in community volunteering activities in line with Merrill’s tradition of community engagement. Brandon serves clients primarily in the Greater New York and Philadelphia areas and is committed to helping them develop personalized financial strategies designed to pursue their long-term goals.

Wealth management Retirement income strategy General retirement planning Liquidity event planning

Michael P

CFP®, Series 66

Lawrenceville, NJ

Edward Jones

Retirement income strategy Business exit / sale strategy Liquidity event planning General estate planning guidance Wealth management

Paul S

Series 66

Princeton Junction, NJ

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy Retirement income strategy Wealth management Military & Veterans Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")