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Rachna Shah

SUN Life Institutional Distributors (u.s.) LLC

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About Rachna Shah

Rachna Shah is a licensed compliance professional with experience in the financial services industry. Rachna has a Series 14 license and holds a current position at Sun Life Institutional Distributors (u.s.) LLC, where Rachna has been working since February 2023. Prior to joining Sun Life Institutional Distributors (u.s.) LLC, Rachna worked at CBRE Capital Advisors, Inc. from December 2020 to December 2022.

Firm Information

Rachna Shah is currently registered with SUN Life Institutional Distributors (u.s.) LLC. SUN Life Institutional Distributors (u.s.) LLC is a Limited Liability Company formed in 2013 and is approved to operate in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico. The firm is registered with the SEC and operates as a financial services provider.

Not reported

Assets Under Management

Not reported

Total Clients

19

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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Rachna Shah’s Registration & Firm History

CA

02/01/2023 - Present

SUN Life Institutional Distributors (u.s.) LLC (LOS ANGELES CA)

CA

12/15/2020 - 12/13/2022

CBRE CAPITAL ADVISORS, INC. (Los Angeles CA)

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Licenses & Designations

BC

Issued 12/15/2020

Series 14 - Compliance Officer Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachna Shah.
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