Nandan Shah (CRD# 2946965) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 26 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arete Wealth Advisors LLC | Chicago, IL | Sep 2021 - Current | 2 |
| Mcdermott & Mcdermott Ltd | Tinley Park, IL | May 2010 - Current | 13 |
| 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 |
- FL
- IL
- TX
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Total Assets Under Management2,672MILLIONS
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Total Number of Accounts5,251ACCOUNTS
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Average Account Value$508,942
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
- Other
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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