Samaya Patel has been an investment adviser representative at Blume Capital Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
Blume Capital Management, Inc. is a Berkeley, CA firm with $857M under management, 242 clients and 2 advisers across 3 offices, as of its May 2026 filing.
- – present · under a yearBerkeley, CA · Adviser representative · Firm CRD 111768
Investment adviser representative registrations
Samaya Patel is registered as an investment adviser representative in California, since November 2025.
- CaliforniaSince 22 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8111846
- Firm
- Blume Capital Management · CRD 111768
- Office
- 1708 SHATTUCK AVE., Berkeley, CA 94709
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Samaya Patel work?
Samaya Patel is an investment adviser representative registered through Blume Capital Management, Inc. since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Samaya Patel a financial advisor?
Yes. Samaya Patel has a current investment-adviser registration in California, through Blume Capital Management since November 2025.
How many years of experience does Samaya Patel have?
Samaya Patel has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Samaya Patel passed?
Samaya Patel passed the Series 65 in November 2025.
Where is Samaya Patel based?
Samaya Patel’s registered office is in Berkeley, CA.
Is Samaya Patel registered with FINRA?
No. Samaya Patel has no current broker registration.
How can I verify Samaya Patel’s record?
Search CRD 8111846 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samaya Patel’s full registration record.