Naresh Patel
Advisor at Cetera
Updated today
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
Cetera
Location
Ashland, NH 03217
Credentials
Series 63, Series 65
Industry experience
29 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.
Work history
Cetera Investment advisers LLC
2025 - Present (1 year)
Cetera Wealth Services, LLC
2025 - Present (1 year)
Avantax Insurance Agency, LLC
2018 - 2025 (7 years)
P&C Tax and Financial Group, LLC d/b/a James M Ree
2013 - Present (13 years)
James M. Reera & Co.
2013 - Present (13 years)
DaDa Property Management Corp
2004 - Present (22 years)
Westford Tax & Financial Group Inc
2003 - Present (23 years)
Avantax Investment Services, INC.
1996 - 2025 (29 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Christopher N
Series 63, Series 65
Bridgewater, NH
Merrill
Christopher Neeb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of a team dedicated to building strong client relationships based on trust and personalized service. His role involves managing wealth with a comprehensive understanding of clients' financial situations to develop strategies that adapt to changing market conditions. He specializes in areas including college education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christopher earned a Bachelor's Degree from the University of Denver. He participates in community activities through volunteering and enjoys personal interests such as fishing, golfing, skiing, and spending time with his family.
Elijah S
Series 66
Meredith, NH
Edward Jones
Keith B
Series 66
Moultonborough, NH
Edward Jones
Cari L
Series 63, Series 66
Meredith, NH
Edward Jones
Jason P
Series 66
Laconia, NH
Edward Jones
Devon S
CFP®, ChFC®, Series 66
Meredith, NH
Edward Jones
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