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Aaron Robert Shah

Dinan Capital Advisors

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About Aaron Robert Shah

Aaron Robert Shah is a financial advisor with Dinan Capital Advisors, a firm based in Phoenix, Arizona. Aaron holds a Series 7 and Series 66 license. He has been in the financial industry since October 4, 2016. Before joining Dinan Capital Advisors, Aaron worked at Waddell & Reed. Aaron is registered in Arizona.

Firm Information

Aaron Shah is currently registered with Dinan Capital Advisors. Dinan Capital Advisors is a Limited Liability Company formed on February 16, 2011. The firm is registered in Arizona, California, Georgia, Illinois, and Tennessee and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aaron Shah’s Registration & Firm History

AZ

01/20/2017 - Present

Dinan Capital Advisors (PHOENIX AZ)

AZ

11/18/2014 - 03/04/2015

WADDELL & REED (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 10/25/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Robert Shah.
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