Naimesh Shah
Naimesh Shah is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 5 years of industry experience. Naimesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
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 ActivitiesSells Insurance
Naimesh is involved in several business activities, including IT consulting, tax preparation, real estate, and insurance sales. He spends about half his time on IT consulting, a quarter of his time on tax preparation and his advisory business, and a few hours per week on real estate.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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