AdvisorOS Directory
Claim Profile
SA

Shefali Agrawal

DIRECT 401K, LLC·MIRAMAR BEACH, Florida
Unclaimed Profile
495 GRAND BLVD, STE 206, MIRAMAR BEACH, FL 32550CRD# 6442645Firm CRD# 173939
01

About

Shefali Agrawal is a registered financial advisor based in MIRAMAR BEACH, Florida, affiliated with DIRECT 401K, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DIRECT 401K, LLC
DIRECT 401K
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DIRECT 401K, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6442645
Firm CRD# 173939
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIRAMAR BEACH?

Browse all registered financial advisors in MIRAMAR BEACH, Florida or claim this profile if it's yours.

Browse MIRAMAR BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Shefali Agrawal offer?
Shefali Agrawal specializes in Fee-Only Advisory. Contact their office in MIRAMAR BEACH, Florida for a consultation.
What are Shefali Agrawal's credentials?
Shefali Agrawal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shefali Agrawal located?
Shefali Agrawal is based in MIRAMAR BEACH, Florida, working with DIRECT 401K, LLC. Their office serves clients in the MIRAMAR BEACH metropolitan area and surrounding communities.
How does Shefali Agrawal charge for services?
Shefali Agrawal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIRECT 401K, LLC?
DIRECT 401K, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MIRAMAR BEACH
Claiborne Barksdale Morton — DIRECT 401K, LLCMargaret Rose Mcdowell — ARBOR WEALTH MANAGEMENT, LLCJill Laurie Olivarez — DIRECT 401K, LLCPaul Graham Mcdowell — ARBOR WEALTH MANAGEMENT, LLCAndrew Kenneth Mcdowell — ARBOR WEALTH MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile