Virag Shah, financial advisor Princeton NJ
93 score

Virag Shah

CRD Number: 5448904
Current Firm: Van Leeuwen & Company, LLC

Virag Shah (CRD# 5448904) is an Investment Advisor Representative working at Van Leeuwen & Company, LLC in Princeton, NJ and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Princeton, NJ Jul 2008 - Current 8
Van Leeuwen & Company, LLC Princeton, NJ Jan 2008 - Current 8
Unemployed East Windsor, NJ Jun 2007 - Nov 2007 < 1
K.s School Of Business Management Ahmedabad, Jun 2002 - Jun 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Virag G. Shah
Phone Number: 609-580-0088
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $479,767
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, NJ, NY, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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