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Co-Owner · Complete Advisors

Nainesh A Shah

CRD 6770965 · Named on Form ADV at one SEC-registered adviser

At a glance

Complete Advisors, an SEC-registered wealth manager based in Valley Stream, NY with $84 million in regulatory assets, lists Nainesh A Shah on its Form ADV as Co-Owner, a control person.

Firms and roles

  • Complete AdvisorsCo-OwnerWealth manager · Valley Stream, NY · $84M in regulatory assets

AtlasMembers

Nainesh’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nainesh’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.