Sajni Desai Shah
Investment adviser representative at Private Advisor Group, LLC
13 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- Camino AdvisorsNov 2024 to now
- LPL Financial LLCNov 2024 to now
- Mariner IndependentNov 2024 to Jul 2026
- Fidelity InvestmentsMar 2021 to Nov 2024
- Bank of America, N.A.Feb 2013 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2013 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 5197130
- Firm CRD
- 155216