Bhumi Shah is a CFP-designated registered investment advisor, based in Malvern, PA, with 10 years of industry experience. Bhumi is also registered as a broker, so some compensation may come from commissions on products sold.
Location
100 Vanguard Blvd, Malvern, PA, 19355
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Bhumi is an employee of The Vanguard Group, Inc.
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
June 2017 - Present · 9 yrs 4 mos
Vanguard Marketing Corporation
June 2017 - Present · 9 yrs 4 mos
Vanguard Advisers, INC.
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Meyer Capital Group
September 2015 - September 2016 · 1 yr
State Registrations2 states
PATX
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.
More Advisors
- Yi Liu, CFPVanguard Advisers, INC.
- Joseph Marcelli, CFPVanguard Advisers, INC.
- Michael Mccallister, CFPVanguard Advisers, INC.
- Ryan Waddell, CFPVanguard Advisers, INC.
- Joseph Morrison, CFAVanguard Advisers, INC.
- Zhi Martinez, CFPVanguard Advisers, INC.