Satya ShawCRD Number: 1229175
Current Firm: Center Street Advisors, Inc.
Satya Shaw (CRD# 1229175) is an Investment Advisor Representative working at Center Street Advisors, Inc. in Wesley Chapel, FL and has over 24 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Center Street Securities Inc.||Nashville, TN||Jan 2010 - Current||8|
|Self Employed||Tampa, FL||Nov 2006 - Current||11|
|Madison Avenue Securities, Inc.||Tampa, FL||Aug 2008 - Dec 2009||1|
|Axa Advisors, LLC||Tampa, FL||Jun 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
- Judgments / Liens
Total Assets Under Management7MILLIONS
Total Number of Accounts71ACCOUNTS
Average Account Value$103,858
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI