AS
AS

Abdulaziz Shroff

3 Years of Experience
Plainsboro, NJ

Abdulaziz Shroff is a registered investment advisor at Snc Wealth Management LLC, based in Plainsboro, NJ, with 3 years of industry experience. Abdulaziz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
36 clients
Average Client Portfolio
$583K average
Assets Under Management
$21.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable at the sole discretion of the Firm or representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Plainsboro, NJ

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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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Employment History
Current Registrations
Snc Wealth Management LLC
July 2022 - Present · 3 yrs 10 mos
State Registrations1 state
NJ
Advisor

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.
Abdulaziz Shroff - Financial Advisor | TrueAdvisor