Darshan Patel has been Chief Financial Officer of Facet Wealth since March 2024, is a control person of the firm and directly owns under 5% of it. Darshan Patel holds a BS in Applied Economics and Management from Cornell University.
Facet Wealth, Inc is a West Palm Beach, FL firm with $7.6B under management, 14,741 clients and 77 advisers across 26 offices, as of its July 2026 filing.
Darshan Patel is Chief Financial Officer of Facet. Before becoming CFO, he served as Head of Financial Planning & Analysis at Facet for two years. Before Facet, he worked at Barclays for eight years in the investment banking division's Restructuring & Finance group, rising from Analyst to Vice President.
No adviser firm registrations are on Darshan Patel’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 11 August 2014 |
| Series 79 | Investment Banking Registered Representative Examination | 4 August 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Full name
- Darshan Bhupendra Patel
- CRD
- 5963300
- Firm
- Facet Wealth · CRD 285961
- Role
- Chief Financial Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- facet.com
Where does Darshan Patel work?
Darshan Patel has been Chief Financial Officer of Facet Wealth, Inc since March 2024, and is a control person of the firm.
Does Darshan Patel have a current investment-adviser registration?
Darshan Patel has no current investment-adviser or broker registration.
What exams has Darshan Patel passed?
Darshan Patel has passed 2 licensing exams: the Series 79 and Series 63. The earliest, the Series 79, was passed in August 2014. FINRA credited Darshan Patel with the SIE, which began in October 2018.
Is Darshan Patel registered with FINRA?
No. Darshan Patel has no current broker registration.
How can I verify Darshan Patel’s record?
Search CRD 5963300 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Darshan Patel’s full registration record.
- Anderson JonesChief Executive Officer and Director
Shruti JoshiChief Operating Officer, Director
Christopher HufmanChief Admin Officer/Chief Compliance Officer
Thomas GraffChief Investment
Patrick McKennaExecutive Chairman and Director- Charles RoameDirector
- Todd SchellDirector
- Jeffrey SteinDirector
Brent WeissCo-Founder