Amit Shah (CRD# 5970869) is an Investment Advisor Representative working at Lpl Financial LLC in Jacksonville, FL and has over 12 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Jacksonville, FL | Feb 2015 - Current | 9 |
Atlas Private Wealth Advisors | East Brunswick, NJ | Aug 2019 - Mar 2020 | < 1 |
Shah Wealth Management | East Brunswick, NJ | Mar 2015 - Aug 2019 | 4 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Feb 2015 | < 1 |
Morgan Stanley Smith Barney | Pittsburgh, PA | Aug 2011 - Feb 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- FL
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- 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, VI, VT, WA, WI, WV, WY
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