Neel Shah, financial advisor Plainsboro NJ

Neel Shah

CRD Number: 6594688
Current Firm: Omni 360 Wealth, Inc.

Neel Shah (CRD# 6594688) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 8 years of experience in the finance industry. Neel 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
Sound Financial Solutions Inc Dba Pfg - Financial Planning & Man Plainsboro, NJ Nov 2023 - Current < 1
Beacon Wealth Solutions LLC Monroe, NJ Oct 2015 - Current 8
Shah & Associates, Pc Monroe, NJ Feb 2010 - Current 13
Shah @ Associates P.c. Plainsboro, NJ Jan 2010 - Current 13
Beacon Wealth Solutions Jamesburg, NJ Oct 2015 - Nov 2023 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Neel G. Shah
Phone Number: 609-452-0889
Registered State(s):
  • NJ
  • PA
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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