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.
Brighton Financial Planning
Fxp Advisory Services
Academy Wealth Advisers, LLC
|Bank Of America, N.a.||Dayton, NJ||Mar 2013 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dayton, NJ||Feb 2013 - Current||4|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.