LPL Financial
40yrs
Top advisor by experience in East Windsor
14yrs
Paresh Patel has worked in the financial industry for 14 years and is a fiduciary financial advisor based in East Windsor, New Jersey. Paresh has been with PNC Wealth Management since 2013. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 10 advisors with offices in East Windsor, and one of 9 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office440 Route 130, East Windsor, NJ 08520
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowPNC Wealth Management LLCCurrent firm
Contact Paresh
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for Paresh. 440 Route 130East Windsor, NJ 08520Office · Get directions LinkedIn pagePNC Wealth Management
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Questions to ask Paresh
Tailored to Paresh’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Paresh
How do I contact Paresh?
Call PNC Wealth Management at (800) 762-6111 and ask for Paresh Patel. Paresh works from the East Windsor, NJ office.
How long has Paresh been a financial advisor?
Paresh has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Paresh hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Paresh a fiduciary?
Paresh is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Paresh paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Paresh for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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