Dean Shah, financial advisor Oakland NJ
93 score

Dean Shah

CRD Number: 6157212
Current Firm: Stonegate Wealth Management, LLC

Dean Shah (CRD# 6157212) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has over 3 years of experience in the finance industry. Dean 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
Stonegate Wealth Management, LLC Oakland, NJ Apr 2011 - Current 5
Entergy Buchanon, NY Jun 1989 - Mar 2011 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Dean Shah
Phone Number: 201-791-0085
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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