Snehalkumar Jagdishchandra Shah
Investment adviser representative at Transamerica Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Illinois Health Agents Inc dba Independent Health AgentsMar 2025 to now
- Transamerica Financial Advisors, LLCMar 2025 to now
- WfgiaJan 2025 to now
- Harshad Shah Financial Services IncFeb 2023 to now
- Vadict Innovations Pvt LtdSep 2020 to Jan 2023
- Self EmployedApr 2018 to Jan 2023
- UnemployedDec 2017 to Mar 2018
- Core Enterprise Solutions for General TradingJul 2017 to Dec 2017
- Bader Al Mulla Amp; Brothers Company W.L.L.May 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 8067023
- Firm CRD
- 16164