Syed aamer Ali Shah
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
Are you Syed aamer Ali Shah? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vanguard Advisers, Inc.Mar 2025 to now
- The Vanguard Group, Inc.Mar 2025 to now
- Vanguard Marketing CorporationMar 2025 to now
- UnemployedJan 2024 to Feb 2025
- Privacare Private LimitedJan 2016 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 4 states (NC, PA, TX, VA).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 5187692
- Firm CRD
- 106715