Preeti Shah

Employer firm

Enlight Financial LLC CRD 285879

$23.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/1999 → Present
  Indopakpages Inc. (Dba Copperpages)
  Wilmington, DE
• 02/2014 → 12/2016
  Woodbury Financial Services, Inc.
  Hamilton, NJ
• 10/2016 → Present
  Enlight Financial Llc
  Matawan, NJ

Previous Registrations

• 2016-12-02 → 2017-12-31
  Enlight Financial Llc
  Matawan, NJ
• 2014-02-12 → 2016-12-09
  Woodbury Financial Services, Inc.
  Matawan, NJ
  Hamilton, NJ
  Wexford, PA
• 2012-09-19 → 2014-02-11
  Cetera Advisors Llc
  Red Bank, NJ
• 2010-08-03 → 2010-12-01
  Lpl Financial Llc
  Flemington, NJ

Other Businesses

1.SPIRITUALITY BOOK, 18 Pemberton Drive, Matawan, NJ 07747, Author and Publisher, 1hr/wk, Profits. 2.COPPERPAGES.COM, 18 Pemberton Drive, Matawan, NJ 07747, Start 01/01/04, Yellow Pages (online only) for the Indian community, 1hr/wk. 3.MEETUP.COM, various locations, Start 07/14/2011, Entrepreneurial Mentorship group founded on Meetup.com. Schedule Meetups, Prepare Topics, Run the Meeting, 1 hr/month. 4.ENLIGHT FINANCIAL LLC, Various Locations. May occasionally accept part-time jobs during tax busy season to prepare tax returns for other firms, 25 hr/wk Jan-April, Profits.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-02

Designations

• Certified Financial Planner

Other Names

• Priti Gupta