Neel Girish Shah
Investment adviser representative at Omni 360 Wealth, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$425.7MFirm assets
Are you Neel Girish 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Omni 360 Wealth, Inc.Nov 2023 to now
- Sound Financial Solutions Inc dba Pfg - Financial Planning & ManNov 2023 to now
- Beacon Wealth Solutions LLCOct 2015 to now
- Shah & Associates, PcFeb 2010 to now
- Shah @ Associates P.C.Jan 2010 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Omni 360 Wealth, Inc.
$425.7MAssets managed
385Clients
5Advisers
5 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
- 6594688
- Firm CRD
- 124878