Loading listings...
Loading listings...
Is this your business?
Claim your free profile to update your info, respond to reviews, and start getting leads from clients searching for financial advisor professionals in Chevy Chase.
We verify your phone before sharing it — no spam.
Alisha Patel is a financial advisor professional located in Chevy Chase, MD. They specialize in financial advisory.
Alisha Patel - Tritonpoint Wealth, Llc holds an active professional license (FINRA CRD) for your protection.
Looking for a financial advisor professional in Chevy Chase, MD? Contact Alisha Patel to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Alisha Patel - Tritonpoint Wealth, Llc will respond directly.
Alisha Patel operates Tritonpoint Wealth, LLC, a financial advisory firm based in Chevy Chase, Maryland. As a financial advisor, Patel works with clients on wealth management and financial planning matters. The firm holds a FINRA CRD registration, which governs its operations and client interactions in the financial services industry.
Alisha Patel holds a FINRA CRD registration, which means the firm is registered with the Financial Industry Regulatory Authority. This registration indicates that the business operates under FINRA's oversight and must comply with industry regulations governing financial advisory services. FINRA CRD registration signals that the firm meets baseline standards for operating in securities and investment advisory work, and client accounts receive regulatory protections under FINRA's framework.