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Nainesh A Shah

COMPLETE ADVISORS PLUS LLC·VALLEY STREAM, New York
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181 S. FRANKLIN AVE., VALLEY STREAM, NY 11581CRD# 6770965Firm CRD# 307127
01

About

Nainesh A Shah is a registered financial advisor based in VALLEY STREAM, New York, affiliated with COMPLETE ADVISORS PLUS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPLETE ADVISORS PLUS LLC
COMPLETE ADVISORS
AUM
$75M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COMPLETE ADVISORS PLUS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6770965
Firm CRD# 307127
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 in VALLEY STREAM
Tibor Klein — KLEIN FINANCIAL CORP.Andrew John Killen — FOUNDATION RETIREMENT PLAN CONSULTANTS, LLCEvan Marc Levine — COMPLETE ADVISORS PLUS LLCMelinda Stacy Bercy — ROUNDANGLE ADVISORS LLCMarcus Fox — IFG FUND MANAGEMENT LLC
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Research
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