Dean Shah, financial advisor Oakland NJ

Dean Shah

CRD Number: 6157212
Current Firm: Atlas Fiduciary Financial, LLC

Dean Shah (CRD# 6157212) is an Investment Advisor Representative working at Atlas Fiduciary Financial, LLC in Oakland, NJ and has over 11 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
Atlas Fiduciary Financial, LLC Oakland, NJ Mar 2021 - Current 3
Stonegate Wealth Management, LLC Oakland, NJ Apr 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Dean Shah
Phone Number: (941) 879-9290
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    231
    MILLIONS
  • Total Number of Accounts
    535
    ACCOUNTS
  • Average Account Value
    $432,220
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
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NH, NJ, NY

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