Advisor at Pine Valley Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pine Valley Investments
Location
Marlton, NJ 08053
Credentials
Series 65
Industry experience
3 years
Keval Patel is a financial advisor at Pine Valley Investments with a Series 65 credential and three years of industry experience. He has been with Pine Valley Investments since 2021. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental, technical, and quantitative analysis to tailor portfolios and also serves other advisers through tri-party agreements and subadvisory arrangements.
Based on Pine Valley Investments
Based on Pine Valley Investments
$0 - $2,000,000: 1.80% $2,000,001 - $20,000,000: 1.50% $20,000,001 - $100,000,000: 1.20% $100,000,001+: 1.00%
Certain supervised persons are registered representatives of a broker-dealer and receive commissions for selling brokerage products such as variable annuities, 529 plans, and mutual funds.
Account minimum: $500,000
10 E. Stow Rd., Suite 200
Marlton, NJ 08053
New Jersey
Pine Valley Investments
2021 - Present (5 years)
Pine Valley Investments
2021 - Present (5 years)
N/a
2012 - 2021 (9 years)
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Other specialized services
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