Vrushank Mahendra Shah

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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 → 10/2017
  Rutgers University
  Newark, NJ
• 11/2017 → 02/2018
  Unemployed
  Pennington, NJ
• 10/2019 → 07/2023
  Vanguard Advisers, Inc.
  Plano, TX
• 02/2018 → 07/2023
  Vanguard Marketing Corporation
  Plano, TX
• 07/2023 → 10/2023
  Tiaa
  Princeton, TX
• 07/2023 → 10/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  Princeton, TX
• 02/2024 → Present
  Fisher Investments
  Plano, TX
• 11/2023 → 01/2024
  Unemployed
  Princeton, TX

Previous Registrations

• 2023-08-04 → 2023-09-18
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
  Princeton, TX
• 2019-10-01 → 2023-07-25
  Vanguard Advisers, Inc.
  Charlotte, NC
  Plano, TX
• 2013-12-16 → 2015-01-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-09-25
• S63 Uniform Securities Agent State Law Examination
  2018-04-09

Other Names

• Vrushank M Shah
• Vrushank M Shah
• Vrushank Shah