Nitin ShahCRD Number: 5531784
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Nitin Shah (CRD# 5531784) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plainsboro, NJ and has over 8 years of experience in the finance industry.
Fxp Advisory Services
Brighton Financial Planning
Academy Wealth Advisers, LLC
|Bank Of America, N.a.||Dayton, NJ||Mar 2013 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dayton, NJ||Feb 2013 - Current||3|
|Securites America Advisors||Lavista, NE||Apr 2011 - Jan 2013||1|
|Securiteis America Inc.||Iselin, NJ||Apr 2011 - Jan 2013||1|
|Unemployed||West Windsor, NJ||Jan 2010 - Mar 2011||1|
|Bank Of America, N.a.||Princeton, NJ||May 2009 - Dec 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Princeton, NJ||May 2008 - May 2009||1|
|Self||West Windsor, NJ||Jan 2007 - Apr 2008||1|
|Ats||Lawrenceville, NJ||Oct 1996 - Dec 2006||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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