Preetpragnesh Shah

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2015 → 05/2017
  University Of Massachusetts
  North Dartmouth, MA
• 05/2018 → 06/2020
  Campbellsville University
  Campbellsville, KY
• 10/2017 → 12/2017
  Robert Half
  Dedham, MA
• 02/2018 → 01/2019
  Naresh Arora And Gulrajani Cpa Llp
  Santa Clara, CA
• 01/2019 → 01/2022
  Johanson Financial Advisors
  Campbell, CA
• 02/2022 → Present
  Allworth Financial
  Campbell, CA
• 06/2017 → 09/2017
  Unemployed
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-08

Other Names

• Preet Pragnesh Shah