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Neel Girish Shah

Omni 360 Wealth, Inc.

Plainsboro, NJ

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Current Employers
Omni 360 Wealth, Inc.

777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-11-24
  • NJ RA
    APPROVED
    Since 2023-11-24

Branch Locations

777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shah & Associates, Pc Monroe NJ 02/2010 Present
Beacon Wealth Solutions Llc Monroe NJ 10/2015 Present
Sound Financial Solutions Inc Dba Pfg - Financial Planning & Man Plainsboro NJ 11/2023 Present
Shah @ Associates P.C. Plainsboro NJ 01/2010 Present
Beacon Wealth Solutions Jamesburg NJ 10/2015 11/2023
  • 02/2010 → Present
    Shah & Associates, Pc
    Monroe, NJ
  • 10/2015 → Present
    Beacon Wealth Solutions Llc
    Monroe, NJ
  • 11/2023 → Present
    Sound Financial Solutions Inc Dba Pfg - Financial Planning & Man
    Plainsboro, NJ
  • 01/2010 → Present
    Shah @ Associates P.C.
    Plainsboro, NJ
  • 10/2015 → 11/2023
    Beacon Wealth Solutions
    Jamesburg, NJ
Previous Registrations
  • 2016-01-14 → 2024-01-03
    Beacon Wealth Solutions Llc
    Plainsboro, NJ
Other Businesses

Neel Shah is a lawyer, Founder & Partner of Shah & Associates, PC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-22
  • S65 Uniform Investment Adviser Law Examination
    2015-10-22
Designations
Other Names
  • Neel Shah

View on SEC IAPD

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OSAIC WEALTH, INC.

Other Investors

BRYAN PAUL KATZ
JAMES GREGORY COLITSAS
Ronald Edward McIntire
LINDA JAYNE FARINOLA
KENDALL MURRAY HAMILTON
ROBERT EDWARD MISNER
James Robert Mekovetz
Annie Zou

Other Offices

OMNI 360 WEALTH, INC. · PLAINSBORo, NJ
HAMILTON & COMPANY · PRINCETON, NJ
EDWARD JONES · PLAINSBORO, NJ
PIONEX INVESTMENTS INC. · PRINCETON, NJ
LPL FINANCIAL LLC · PRINCETON, NJ
CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC · PRINCETON, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Princeton, NJ
SG SECURITIES, LLC · PRINCETON, NJ

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