Manish Shah (CRD# 3243306) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in New Brunswick, NJ and has over 19 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Capital Advisors, LLC | Reno, NV | Apr 2022 - Current | 2 |
| Next Horizon Advisors LLC | Somerset, NJ | Jan 2014 - Current | 10 |
| Nextbridge Group | South Plainfield, NJ | Aug 2006 - Aug 2016 | 10 |
| Whitewood Group, Inc. | Long Beach, NY | Jul 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- NJ
-
Total Assets Under Management332MILLIONS
-
Total Number of Accounts1,024ACCOUNTS
-
Average Account Value$324,028
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, IL, KS, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OR, PA, SC, TX, VA, VT
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