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Nainesh A Shah

COMPLETE ADVISORS PLUS LLC·VALLEY STREAM, New York
SIE, Series 7, Series 63CFAClean record5 years registeredCOMPLETE ADVISORS PLUS LLC
181 S. FRANKLIN AVE., VALLEY STREAM, NY 11581CRD# 6770965Firm CRD# 307127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nainesh A Shah · VALLEY STREAM, NY
Registration
CRD #6770965 · COMPLETE ADVISORS PLUS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

COMPLETE ADVISORS
Mar 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · March 29, 2021
Years registered · 5
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COMPLETE ADVISORS PLUS LLC
CRD 307127 · SEC 801-118206
AUM
$75M
Regulatory assets under management
Employees
5
26 client accounts
Services offered by COMPLETE ADVISORS PLUS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COMPLETE ADVISORS PLUS LLC →
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Frequently Asked Questions

What services does Nainesh A Shah offer?
Nainesh A Shah specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VALLEY STREAM, New York for a consultation.
What are Nainesh A Shah's credentials?
Nainesh A Shah holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Nainesh A Shah located?
Nainesh A Shah is based in VALLEY STREAM, New York, working with COMPLETE ADVISORS PLUS LLC. Their office serves clients in the VALLEY STREAM metropolitan area and surrounding communities.
How does Nainesh A Shah charge for services?
Nainesh A Shah's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPLETE ADVISORS PLUS LLC?
COMPLETE ADVISORS PLUS LLC has approximately 5 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMPLETE ADVISORS PLUS LLC

Evan Marc Levine
VALLEY STREAM, NY

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