Eddie Patel has been President/CCO of Eddie Patel since August 2008, is a control person of the firm and directly owns 75% or more of it.
Eddie Patel, Inc is a Chicago, IL firm with $161M under management, 424 clients and 1 adviser in one office, as of its February 2026 filing.
Eddie Patel’s longest registration is the current one, 18 years at Eddie Patel since 2008.
- Simplicity WealthAlso current– present · under a yearChicago , IL · Adviser representative · Firm CRD 300572
- Expressive Wealth LLC– · under a yearChicago, IL · Adviser representative · Firm CRD 329974
Investment adviser representative registrations
Eddie Patel is registered as an investment adviser representative in 2 states. The first approvals date from October 2008; the most recent is Texas, in November 2025.
- IllinoisSince 1 October 2008
- TexasSince 17 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 8 January 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 December 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eddie Ghanshyambhai Patel
- CRD
- 4255328
- Firm
- Eddie Patel · CRD 148411
- Role
- President/CCO
- Office
- 2257 W IRVING PARK RD, STE 1, Chicago, IL 60618
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Eddie Patel work?
Eddie Patel has been President/CCO of Eddie Patel, Inc since August 2008, and is a control person of the firm.
Is Eddie Patel a financial advisor?
Yes. Eddie Patel has a current investment-adviser registration in Illinois and Texas, through Eddie Patel since October 2008.
How many years of experience does Eddie Patel have?
Eddie Patel has 18 years in the financial industry, since October 2007, across 3 adviser firms.
What exams has Eddie Patel passed?
Eddie Patel has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in August 2008. FINRA credited Eddie Patel with the SIE, which began in October 2018.
Where is Eddie Patel based?
Eddie Patel’s registered office is in Chicago, IL.
Is Eddie Patel registered with FINRA?
No. Eddie Patel has no current broker registration.
How can I verify Eddie Patel’s record?
Search CRD 4255328 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eddie Patel’s full registration record.