Avi Shah
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
14 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Hoxton Capital Management (europe) Ltd.May 2025 to now
- Eui Private Wealth Ltd.Sep 2021 to now
- Hoxton WealthJun 2021 to now
- Hoxton Wealth USA LLCJun 2021 to now
- Hoxton Capital Management (UK) Ltd.Apr 2021 to now
- Hoxton Wealth (UK) Ltd.Apr 2021 to now
- Hoxton Capital Management USA, LLCJan 2021 to Jun 2021
- Hoxton Capital Management FzeMar 2020 to May 2025
- Devere Group DohaJan 2018 to Feb 2020
- Devere GroupJun 2012 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hoxton Wealth
Legal name: Hoxton Wealth USA LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7387343
- 307387