Ketan Shah
Ketan Shah is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cheshire, CT, with 23 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
Firm Size
IM Fee
Assets Under Management
Location
160 Highland Avenue, Cheshire, CT, 06410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ketan works as a financial advisor at Liberty Bank, dedicating about half of his time. He also supports Liberty Bank Investment Services in an unspecified role, spending about half his time overall, with about a quarter of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 states
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