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Neel Girish Shah

OMNI 360 WEALTH, INC.·PLAINSBORO, New Jersey
Series 65Clean record10 years registeredOMNI 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. · 10 years registered
Brand Profile
Not yet started
01

Career History

OMNI 360 WEALTH, INC.
Nov 2023 – present
BEACON WEALTH SOLUTIONS LLC
Jan 2016 – Jan 2024
PLAINSBORO, NJ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 14, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OMNI 360 WEALTH, INC.
CRD 124878 · SEC 801-121387
AUM
$249M
Regulatory assets under management
Employees
4
620 client accounts
Services offered by OMNI 360 WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OMNI 360 WEALTH, INC. →
Introduction

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05

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.
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Other Advisors at OMNI 360 WEALTH, INC.

James Gregory Colitsas
PLAINSBORO, NJ
Linda Jayne Farinola
PLAINSBORO, NJ

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