Shaan Wadhwani, financial advisor Atlanta GA

Shaan Wadhwani

CRD Number: 6154965
Current Firm: Ameriprise Financial Services, LLC

Shaan Wadhwani (CRD# 6154965) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Atlanta, GA Jul 2021 - Current < 1
Wells Fargo Clearing Services, LLC Roswell, GA Jan 2020 - Jul 2021 1
Wells Fargo Bank, Na Roswell, GA Jan 2020 - Jul 2021 1
Pnc Bank Atlanta, GA Sep 2019 - Dec 2019 < 1
Mutual Of America Atlanta, GA May 2019 - Aug 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Feb 2018 - May 2019 1
Bank Of America, N.a. Atlanta, GA Feb 2018 - Apr 2019 1
Shah Wealth Management LLC Atlanta, GA Jun 2015 - Feb 2018 2
Lpl Financial, LLC Atlanta, GA Oct 2016 - Nov 2016 < 1
Columbia Management Investment Distributors Inc. Boston, MA Sep 2014 - Jun 2015 < 1
Morgan Stanley Wealth Management Boston, MA Jan 2013 - Sep 2014 1
Capturecode, Inc. Burlington, MA Nov 2012 - Jan 2013 < 1
Extended Travel Boston, MA Aug 2011 - Nov 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Shaan P. Wadhwani
Phone Number: 612-671-3131
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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