AdvisorOS Directory
Claim Profile
Unclaimed Profile
NS

Nainesh A Shah

COMPLETE ADVISORS PLUS LLC·VALLEY STREAM, New York
Clean recordCOMPLETE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Nainesh

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

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

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
View on FINRA BrokerCheck →

Looking for a financial advisor in VALLEY STREAM?

Browse all registered financial advisors in VALLEY STREAM, New York or claim this profile if it's yours.

Browse VALLEY STREAM AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COMPLETE ADVISORS PLUS LLC

Evan Marc Levine
VALLEY STREAM, NY

More Advisors in VALLEY STREAM, New York

Andrew John Killen
FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC·VALLEY STREAM, NY
Melinda Stacy Bercy
ROUNDANGLE ADVISORS LLC·VALLEY STREAM, NY
Isaac Zafir
IFG FUND MANAGEMENT LLC·VALLEY STREAM, NY
Marcus Fox
IFG FUND MANAGEMENT LLC·VALLEY STREAM, NY
Tibor Klein
KLEIN FINANCIAL CORP.·VALLEY STREAM, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile