Ishaan ShahCRD Number: 6086598
Current Firm: Equitable Advisors, LLC
Ishaan Shah (CRD# 6086598) is an Investment Advisor Representative working at Equitable Advisors, LLC in Pittsburgh, PA and has over 10 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Equitable Advisors, LLC||New York, NY||Aug 2012 - Current||10|
|Subway||Selingsgrove, PA||Sep 2009 - Current||13|
|Axa Advisors, LLC||New York, NY||Aug 2012 - Jun 2020||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2015|
Total Assets Under Management24,555MILLIONS
Total Number of Accounts75,222ACCOUNTS
Average Account Value$326,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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