SS
CFA
SS
CFA

Sunil Shah

16 Years of Experience
Austin, TX
Broker

Sunil Shah is a CFA-designated registered investment advisor, based in Austin, TX, with 16 years of industry experience.

Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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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

Sunil is an investment committee member for the Menlo Park-Atherton Education Foundation, a nonprofit educational foundation, since 2013. He dedicates minimal time to overseeing the endowment, assisting in asset allocation and manager selection.

Employment History
Current Registrations
Dimensional Fund Advisors LP
October 2019 - Present · 6 yrs 11 mos
Dfa Securities LLCBroker
October 2019 - Present · 6 yrs 11 mos
Previous Registrations
Blackrock Investments, LLCBroker
January 2012 - August 2019 · 7 yrs 7 mos
Blackrock Fund Distribution CompanyBroker
January 2010 - December 2011 · 1 yr 11 mos
State Registrations1 state
TX
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.
Sunil Shah - Financial Advisor | TrueAdvisor