Nandan Jagdish Shah
Investment adviser representative at Arete Wealth Advisors, LLC
35 yearsExperience
1 stateRegistered in
$2.7BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Arete Wealth Advisors, LLCAug 2026 to now
- Cura Wealth Advisors, LLCAug 2024 to Sep 2026
- Arete Wealth Advisors LLCSep 2021 to Jan 2026
- Iht Wealth Management LLCMar 2019 to Sep 2021
- LPL Financial, LLCDec 2018 to Aug 2019
- Part Time Independent ConsultantJan 2017 to Dec 2018
- Mauka Capital, LLCDec 2011 to Dec 2016
- Mcdermott & Mcdermott LtdMay 2010 to May 2026
- Sunjoy Inc.Aug 1991 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2946965
- Firm CRD
- 145488