Keviin Shah

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

• 09/2023 → Present
  Securities America, Inc
  New York, NY
• 06/2023 → 08/2023
  Navagant Advisors
  Richmond, VA
• 08/2020 → 12/2023
  New York University
  New York, NY
• 08/2016 → 05/2020
  Bard High School Early College Queens
  Queens, NY
• 05/2024 → Present
  Securities America Advisors, Inc
  New York, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  New York, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2024-05-02 → 2024-06-14
  Securities America Advisors, Inc.
  New York, NY

Other Businesses

WALL STREET ALLIANCE GROUP POSITION: Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 ADDRESS: 450 7th Ave, Suite 605, New York NY 10123, United States DESCRIPTION: Trading for clients portfolio Updates sales meetings events

Exams

• S66 Uniform Combined State Law Examination
  2024-04-26