AS
AS

Aanal Shah

26 Years of Experience
Broker
Areas of Practice
Retirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
14263 advisors
Number of Clients
1,327,695 clients
Average Client Portfolio
$456K average
Assets Under Management
$606.0B
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Location

2540 Jackson Avenue, Long Island City, NY, 11101

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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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Other Business Activities

Aanal is an investor in rental properties through 258 AS Realty and AS Realty since 2017. A broker manages the properties, and Aanal dedicates minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
April 2025 - Present · 10 mos
Wells Fargo Clearing Services, LLC
April 2025 - Present · 10 mos
Wells Fargo Clearing Services, LLCBroker
April 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - February 2025 · 12 yrs
Banc of America Securities LLCBroker
January 2009 - November 2010 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1999 - February 2025 · 25 yrs 5 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.