Neel Girish Shah

Employer firm

Omni 360 Wealth, Inc. CRD 124878

$426M regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2015-10-22

Designations

• Certified Financial Planner

Other Names

• Neel Shah