Nandan Shah, financial advisor Chicago IL

Nandan Shah

CRD Number: 2946965
Current Firm: Arete Wealth Advisors, LLC

Nandan Shah (CRD# 2946965) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Arete Wealth Advisors LLC Chicago, IL Sep 2021 - Current < 1
Mcdermott & Mcdermott Ltd Tinley Park, IL May 2010 - Current 11
Iht Wealth Management LLC Chicago, IL Mar 2019 - Sep 2021 2
Lpl Financial, LLC Chicago, IL Dec 2018 - Aug 2019 < 1
Part Time Independent Consultant Chicago, IL Jan 2017 - Dec 2018 1
Mauka Capital, LLC Chicago, IL Dec 2011 - Dec 2016 5
Sunjoy Inc. Schaunburg, IL Aug 1991 - Dec 2016 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Nandan J. Shah
Phone Number: 312-940-3684
Registered State(s):
  • CA
  • FL
  • IL
  • KY
  • MI
  • MN
  • MO
  • NV
  • NH
  • NC
  • OH
  • RI
  • TX
  • UT
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    1,488
    MILLIONS
  • Total Number of Accounts
    4,656
    ACCOUNTS
  • Average Account Value
    $319,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
Types of Clients
Registered States

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

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