Soojan
Shao
Avantax Advisory Services
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About this Advisor
Soojan Shao is a financial advisor based out of New Providence, New Jersey with a total of 9 years of relevant experience. Shao is currently employed by Avantax Advisory Services. Throughout their career, Shao has worked at Kent Place School, H&R Block, Ameriprise Financial Services, Inc, Avantax Investment Services, Inc, Avantax Advisory Services and Avantax Insurance Services, LLC. Shao maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Avantax Advisory Services is a financial advisory firm that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 advisors. It controls $31 billion in assets under management across its 123,393 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have more than $1 million in investable assets. Avantax Advisory Services offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely are based on which services are offered. Fee types billed by Avantax Advisory Services can include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Soojan Shao Work History
Soojan has been registered as a financial advisor for 9 years.*
Avantax Insurance Services, LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Kent Place School
H&R Block
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Soojan Shao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Mccordsville, IN
Wilmington, DE
Ann Arbor, MI
Melville, NY
Lansdale, PA
Fort Worth, TX
Irving, TX
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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