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Cyril Shah

28 Years of Experience
Sacramento, CA
Broker

Cyril Shah is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sacramento, CA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

641 Fulton Ave, Suite 200, Sacramento, CA, 95825

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
Raymond James Financial Services
June 2006 - January 2009 · 2 yrs 7 mos
Wachovia Securities, LLC
June 2000 - June 2006 · 6 yrs
Wachovia Securities, LLCBroker
March 2000 - June 2006 · 6 yrs 3 mos
Salomon Smith Barney INC.Broker
June 1997 - March 2000 · 2 yrs 9 mos
State Registrations4 states
CAMAMDTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.