Reeya Patel has been an investment adviser representative at Urs Advisory since September 2026, and is not listed among the firm’s executive officers or direct owners. Reeya Patel holds a Degree in Wealth Management from the University of Florida.
Urs Advisory LLC is a Jupiter, FL firm with $200M under management, 173 clients and 4 advisers in one office, as of its September 2026 filing.
Reeya Patel is Associate Planner at URS Advisory, based in Jupiter, FL. She supports the financial planning team throughout the data-gathering and plan development process. While at the University of Florida, she served as a teaching assistant for Intro to Financial Planning and gained industry experience as a Registered Investment Advisor Intern with Charles Schwab.
Reeya Patel’s longest registration was under a year at Agw Capital Advisors (2025–2026). Before joining Urs Advisory in 2026, Reeya Patel was registered through Agw Capital Advisors and Charles Schwab & Co., Inc.
- Agw Capital Advisors– · under a yearTampa, FL · Adviser representative · Firm CRD 150570
- Charles Schwab & Co., Inc.– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Reeya Patel is registered as an investment adviser representative in Florida, since September 2026.
- FloridaSince 14 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 July 2024 |
| SIE | Securities Industry Essentials Examination | 9 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Reeya Hiren Patel
- CRD
- 7587605
- Firm
- Urs Advisory · CRD 289892
- Office
- 4425 N MILITARY TRAIL, SUITE 208, Jupiter, FL 33458
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ursadvisory.com
Where does Reeya Patel work?
Reeya Patel is an investment adviser representative registered through Urs Advisory LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Reeya Patel a financial advisor?
Yes. Reeya Patel has a current investment-adviser registration in Florida, through Urs Advisory since September 2026.
How many years of experience does Reeya Patel have?
Reeya Patel has 0 years in the financial industry, since January 2026, across 3 adviser firms.
What exams has Reeya Patel passed?
Reeya Patel has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in November 2023.
Where did Reeya Patel work before Urs Advisory?
Before Urs Advisory, Reeya Patel was registered through Agw Capital Advisors, October 2025 to June 2026; Charles Schwab & Co., Inc., July 2024 to August 2024.
Where is Reeya Patel based?
Reeya Patel’s registered office is in Jupiter, FL.
Is Reeya Patel registered with FINRA?
No. Reeya Patel has no current broker registration.
How can I verify Reeya Patel’s record?
Search CRD 7587605 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Reeya Patel’s full registration record.
