Preeti Shah, financial advisor Hamilton NJ

Preeti Shah

CRD Number: 5815655
Current Firm: Enlight Financial LLC

Preeti Shah (CRD# 5815655) is an Investment Advisor Representative working at Enlight Financial LLC in Hamilton, NJ and has over 13 years of experience in the finance industry. Preeti Shah has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Enlight Financial LLC Matawan, NJ Oct 2016 - Current 7
Indopakpages Inc. (dba Copperpages) Wilmington, DE Jan 1999 - Current 25
Woodbury Financial Services, Inc. Hamilton, NJ Feb 2014 - Dec 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Preeti Shah
Phone Number: 201-892-6094
Registered State(s):
  • NJ
  • TX
Current Firm Details
Enlight Financial LLC
Firm's CRD Number: 285879
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $275,245
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NJ, TX

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