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Samir Shah

SORA INVESTORS LLC·BRYN MAWR, Pennsylvania
Unclaimed Profile
ONE TOWN PLACE, BRYN MAWR, PA 19010CRD# 5099716Firm CRD# 317257
01

About

Samir Shah is a registered financial advisor based in BRYN MAWR, Pennsylvania, affiliated with SORA INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SORA INVESTORS LLC
SORA INVESTORS
AUM
$673M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SORA INVESTORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: EXPENSE REIMBURSEMENT
Regulatory
SEC/IARD CRD# 5099716
Firm CRD# 317257
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samir Shah offer?
Samir Shah specializes in Retirement Planning, Wealth Management. Contact their office in BRYN MAWR, Pennsylvania for a consultation.
What are Samir Shah's credentials?
Samir Shah is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samir Shah located?
Samir Shah is based in BRYN MAWR, Pennsylvania, working with SORA INVESTORS LLC. Their office serves clients in the BRYN MAWR metropolitan area and surrounding communities.
How does Samir Shah charge for services?
Samir Shah's firm is compensated through percentage of aum, performance-based fees, other: expense reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SORA INVESTORS LLC?
SORA INVESTORS LLC has approximately 8 employees and manages $673M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRYN MAWR
Steven Jay Morgenthal — PALLADIEM LLCDonald George Robinson — PALLADIEM LLCBrendan Michael Mcgowan — MCGOWAN & CO LLPBrian Joseph Mcgowan — MCGOWAN & CO LLPFrancis Joseph Leto — BMT INVESTMENT ADVISERS
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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