Unclaimed Profile

Neel Girish Shah

OMNI 360 WEALTH, INC.·PLAINSBORO, New Jersey

Clean recordOMNI 360 WEALTH, INC.

777 SCUDDER MILLS RD, PLAINSBORO, NJ 08540CRD# 6594688Firm CRD# 124878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Neel Girish Shah · PLAINSBORO, NJ

Registration

CRD #6594688 · OMNI 360 WEALTH, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Neel Girish Shah is a registered financial advisor based in PLAINSBORO, New Jersey, affiliated with OMNI 360 WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Neel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Neel is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

OMNI 360 WEALTH, INC.

AUM

$249M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OMNI 360 WEALTH, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6594688

Firm CRD# 124878

View on FINRA BrokerCheck →

Looking for a financial advisor in PLAINSBORO?

Browse all registered financial advisors in PLAINSBORO, New Jersey or claim this profile if it's yours.

Browse PLAINSBORO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Neel Girish Shah offer?

Neel Girish Shah specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLAINSBORO, New Jersey for a consultation.

What are Neel Girish Shah's credentials?

Neel Girish Shah is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neel Girish Shah located?

Neel Girish Shah is based in PLAINSBORO, New Jersey, working with OMNI 360 WEALTH, INC.. Their office serves clients in the PLAINSBORO metropolitan area and surrounding communities.

How does Neel Girish Shah charge for services?

Neel Girish Shah's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OMNI 360 WEALTH, INC.?

OMNI 360 WEALTH, INC. has approximately 4 employees and manages $249M in regulatory assets under management. 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 →