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Abdulaziz Shroff

SNC WEALTH MANAGEMENT LLC·PLAINSBORO, New Jersey
Series 65Clean record4 years registeredSNC WEALTH MANAGEMENT LLC
25 SULLIVAN STREET, PLAINSBORO, NJ 08536CRD# 7497661Firm CRD# 317066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Abdulaziz Shroff · PLAINSBORO, NJ
Registration
CRD #7497661 · SNC WEALTH MANAGEMENT LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

SNC WEALTH MANAGEMENT LLC
Jul 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 14, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SNC WEALTH MANAGEMENT LLC
CRD 317066 · SEC 801-123432
AUM
$12M
Regulatory assets under management
Employees
2
19 client accounts
Services offered by SNC WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SNC WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Abdulaziz Shroff offer?
Abdulaziz Shroff specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLAINSBORO, New Jersey for a consultation.
What are Abdulaziz Shroff's credentials?
Abdulaziz Shroff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abdulaziz Shroff located?
Abdulaziz Shroff is based in PLAINSBORO, New Jersey, working with SNC WEALTH MANAGEMENT LLC. Their office serves clients in the PLAINSBORO metropolitan area and surrounding communities.
How does Abdulaziz Shroff charge for services?
Abdulaziz Shroff'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 SNC WEALTH MANAGEMENT LLC?
SNC WEALTH MANAGEMENT LLC has approximately 2 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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