Tilak
Shah
Cetera Investment Advisers LLC
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About this Advisor
Tilak Shah is a financial advisor who works in Westbury, New York. Shah is an advisor for Cetera Investment Advisers LLC. Throughout their career, Shah has worked at Citibank, Pranna Restaurant, National Life Insurance, Shiv Shakti Inc, Tara Realty Holdings LLC, New York Life Insurance Company, Nylife Securities LLC, Tjs Agency Inc, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Shah has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Cetera Investment Advisers LLC is a registered investment business based out of Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 advisors. It oversees $33 billion in assets under management between its 176,986 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 431 charities and foundations. Of its 176,986 accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on the type of services offered. However, fee types billed by Cetera Investment Advisers LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Tilak Shah Work History
Tilak has been registered as a financial advisor for 0 years.*
Cetera Investment Advisers LLC
Tjs Agency Inc
Cetera Investment Services LLC
Nylife Securities LLC
National Life Insurance
New York Life Insurance Company
Shiv Shakti Inc
Citibank
Pranna Restaurant
Tara Realty Holdings LLC
*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 Tilak Shah 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 Cetera Investment Advisers LLC
Anaheim, CA
Fort Lauderdale, FL
Philadelphia, PA
Irvine, CA
Athens, AL
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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